Zack Sadler, CFA’s Post

Attending #AICPAENGAGE? Me too!!! Let me know if I will see you there, and add this great session to your agenda! Attract & retain top talent by offering exceptional retirement benefits. This interactive session will review available options like Individual Retirement Accounts (IRA), 401(k) plans, and Pooled Employer Plans (PEP).

Are you a retirement plan sponsor looking to stay ahead of the curve? Check out our webinar recording for expert insights into 2024 retirement plan trends and predictions. In this session, the CAPTRUST team explores market predictions, economic trends, SECURE 2.0 provisions, and more. Discover how changes in workforce dynamics and the markets may impact your organization's retirement plans and learn how to adapt your plan design, fiduciary responsibilities, and employee satisfaction. Watch the webinar recording now to ensure your retirement plan stays up-to-date with the latest trends and predictions. #retirementplanning #employeebenefits #401k #403b #definedbenefit #nonqualifieddeferredcompensation #CAPTRUST

Are plan sponsors balancing short-term concerns with long-term financial security for employees? Dive into the latest insights and strategies on fostering retirement readiness, optimizing benefit packages, and empowering employees to achieve a prosperous retirement. #RetirementPlanning #EmployeeBenefits https://bit.ly/3VNHqhC

Learn the ins and outs of terminating retirement plans in our upcoming webcast! From technical requirements to compliance considerations and participant communications, discover essential steps for a seamless transition. Register today! https://lnkd.in/eCf895na #401k #RetirementPlanning #RetirementCompliance

Helping your employees plan for retirement can be overwhelming – but it doesn't have to be. ⏬Our new whitepaper gives you the tools and insights you need to cultivate a workforce that is resilient and ready for retirement. https://okt.to/qK1C8h #EmployeeBenefits #FinancialWellbeing #RetirementPlanConsulting #VoluntaryBenefits

Don't let retirement sneak up on you! There are alot of questions to consider beforehand and you want to be prepared. On January 16, ARTA is hosting a live webinar for MNP employees. Whether retirement is just on the horizon or a few years out, it's good to be prepared. You've worked hard and deserve to be confident in your retirement benefits. Click the link to sign up for the webinar: https://hubs.li/Q02fRsjr0

Taking the diversified approach involves dividing your 401(k) into three separate tiers based on your stage of retirement. 📈 Learn more about the three phases here: https://bit.ly/4680Pf3 . . . #ElevateSmallBusiness #ElevateMichiganBusiness

Are plan sponsors balancing short-term concerns with long-term financial security for employees? Dive into the latest insights and strategies on fostering retirement readiness, optimizing benefit packages, and empowering employees to achieve a prosperous retirement. #RetirementReadiness #EmployeeBenefits #FinancialSecurity https://bit.ly/3VNHqhC

Attending #AICPAENGAGE? Attract & retain top talent by offering exceptional retirement benefits. This interactive session will review available options like Individual Retirement Accounts (IRA), 401(k) plans, and Pooled Employer Plans (PEP).

Attending #AICPAENGAGE? Attract & retain top talent by offering exceptional retirement benefits. This interactive session will review available options like Individual Retirement Accounts (IRA), 401(k) plans, and Pooled Employer Plans (PEP).