Webinar length: 60 min.

The SECURE Act has ushered in a wave of transformative changes for businesses, particularly the restaurant industry. How are you embracing these shifts and redefining retirement planning strategies to align with the unique needs and goals of your company?

Discover how your company can not only adapt but excel as GBQ Assurance Senior Manager Kristin Romaker, Oswald Financial Associate Client Executive Tyler Deck and Retirement Plan Client Executive Sarah Colotto discuss recent changes and opportunities to unlock a future-focused retirement plan, including:

  • ERISA Basics: Navigate this complex landscape and uncover crucial changes to audit requirements in 2023.
  • Secure Act 2.0: Stay ahead with cutting-edge insights and strategic planning for the 2022 plan year and beyond.
  • Financial Advantages: Unlock the power of plan provisions best suited for operators.

   

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Speakers

Kristin Romaker
Senior Manager, Assurance & Business Advisory Services
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