Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies.
- Identify SECURE Act tax incentives that may help you and your employees
- Help employers maximize savings and minimize taxes
- Improve workers’ financial well-being with new innovative approaches
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Larry Kavanaugh, Jr. AIF®, CPFA, CLU, ChFC
950-A Union Rd. Suite 31
West Seneca, NY 14224
716.674.7200
L.Kavanaugh@nebstpa.com
www.nebstpa.com
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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