LUTZ BUSINESS INSIGHTS
Creating & Maintaining a Company Retirement Plan
10.11.23 | 11:30AM – 12:30PM | Webinar
When you save valuable time and employees get more money in their retirement accounts, everyone wins. A Pooled Employer Plan (PEP) can help you achieve this. In the webinar, Lutz experts will help you understand how the PEP works, its benefits, and how to transition your business’s retirement plan over.
Key Takeaways:
- Overview of Pooled Employer Plan
- Benefits for Employers & Employees
- Steps to Transition to New Plan
Who Should Attend: Business Owner, CFO, Controller, CHRO, CEO, President
Seminar Level: Intermediate
RECENT POSTS
A Comprehensive Guide on Pass-Through Entity Tax Elections (PTET)
What is an elective pass-through entity tax (PTET), and how does it help in financial planning? Many states have enacted legislation…
Top 3 Financial KPIs Every Business Owner Should Track
Every business needs to keep track of its finances – whether a budding startup or a massive corporation. The answer lies in using KPIs…
Top 4 Staffing Trends for the New Year
Here are the top staffing trends for 2023! The unemployment rate in the US dropped to 3.5 percent in December 2022, falling below…
SIGN UP FOR OUR NEWSLETTERS!
We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.
About Us | Our Team | Events | Careers | Locations