Chamber University: Employer Sponsored Retirement Plan
Are you up to date on the latest legislative changes to employer sponsored retirement plans? Join Joe Cappello of ESL Investment Services on July 26 at 9 a.m. We’ll discuss the ins and outs of recent legislation that affects plan sponsors, organizations, and retirement savers. We’ll examine topics such as Secure Act 2.0 and recent New York State requirements which will soon mandate businesses offer retirement plans for their employees, as well as options available for businesses to help them prepare.
We’ll also cover:
- A comparison of different plan types
- Recent New York State legislative changes to employer sponsored retirement plans
- Federal tax credits available to start a new employer sponsored retirement plan
- Legislative updates from Secure Act 2.0
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products may be offered through LPL or its licensed affiliates or ESL Investment Services, LLC. ESL Investment Services, LLC, member FINRA/SIPC, provides referrals to LPL and its affiliates. Neither ESL Investment Services, LLC, a subsidiary of ESL Federal Credit Union, nor ESL Federal Credit Union are affiliated with LPL or its affiliates. ESL Federal Credit Union is not registered as a broker-dealer or investment advisor. Products and services are offered through LPL or its affiliates by LPL registered representatives doing business as ESL Investment Services. Representatives are dually registered with ESL Investment Services, LLC and LPL and may also be employees of ESL Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations | May Lose Value |
Chamber University: Employer Sponsore...
Date and Time
Wednesday Jul 26, 2023
9:00 AM - 10:00 AM EDT
Location
CNB Community Room at the Ontario County Chamber of Commerce
Fees/Admission
$20 for Chamber Members
