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

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.