January Member Meeting – Secure 2.0 Act

Our January Member Meeting will be held at DoubleTree Resort Willow Valley

Location: William Penn Room

Steve Maher with Cool Creek Financial will be presenting on Secure 2.0.

The recent enactment of the Secure 2.0 legislation has significant implications for 401(k) startup plans. Secure Act 2.0 introduces several provisions aimed at facilitating and encouraging startups to provide retirement benefits to their employees. This information is particularly important for small businesses, as the government has streamlined the process of starting a retirement plan, offering highly advantageous tax credits for participating small businesses.

https://www.coolcreekfin.com/