Preparing your clients for 2027: Proactive retirement information

Guide your clients through state mandates, SECURE 2.0 tax credits, and critical fiduciary updates. As 2027 approaches, retirement plan compliance is shifting fast. Expanding state mandates and complex SECURE 2.0 provisions mean staying ahead is no longer optional.

Failing to act can cost your clients hundreds or even thousands per employee in state non-compliance fines and trigger payroll-blocking operational errors.

Whether you manage client benefits, tax planning, payroll operations, or holistic financial strategy, this session covers:

• SECURE Act 2.0 and tax credits: Claiming up to $16,500 in start-up costs credits plus employer match credits.
• Technical & fiduciary execution: Managing high-earner Roth catch-ups ($150k+ FICA), "Super Catch-Ups" (ages 60–63), dual-year Long-Term Part-Time tracking, and the raised $7,000 force-out limit.
• The 2027 Federal Saver’s Match: Leveraging the 50% government match ($1,000 max) to boost lower-earner participation and help non-discrimination testing.
• State mandates vs. private 401(k)s: Avoiding non-compliance fines while unlocking higher contribution limits.
• Automated administration: How direct payroll integration eliminates manual compliance tasks and census tracking for your clients.

Get the clarity you need to keep your clients compliant and competitive.

Space is limited — register today to lead your clients into 2027 with confidence.