Webinar – Secure Act 2.0: Retirement plan effects on Dental Practices

March 10, 2023

Congress has passed the SECURE 2.0 Act, a landmark bill that will affect millions of Americans’ retirement plans. By developing a deep understanding of the law’s provisions, you can maximize wealth accumulation and gain a competitive advantage in this tight labor market.

In this short webinar, we explored highlights about the Secure Act 2.0 that dental practices need to know, including:

  • The top provisions that matter most to dental practice owners and their employees, including a matching contribution for student loan repayment.
  • Plan design strategies that can potentially eliminate thousands per year in tax and significantly enhance your retirement nest egg.
  • Best practices for mitigating your personal liability as a plan fiduciary and trustee.

Featured Speakers:

  • Brad McKeiver, CPA, MBA, Dental Practice Leader, Aprio
  • Phil Toupin, Sr. Retirement Plan Advisor, Aprio

Set up a quick, complimentary call with Phil to review your plan options.

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