Join us for a Lunchtime presentation exploring Best Practices & What’s New in 401K led by Robert Frattarola and Lisa Vilardi of AssuredPartners, Jamison.

Topics to be discussed include:

• The SECURE Act
• Recap of 2020 Plan Limits
• The CARES Act and recent changes
• Pooled Employer Plans (PEP)
• Benchmarking 401(k) Plans
• Employee Education

AssuredPartners, Jamison is a Grand Central level Business Partner of ALANYC.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category Human Resources Management OR CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Human Resources Management.
1 MBS Certificate Credit

Materials
Download the presentation here.