Meeting/Event Information

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From 401(k) to 401(yay): Maximize Offering a 401(k) with the SECURE Act 2.0 & a Fiduciary Services Provider

It can feel challenging to understand the responsibilities when offering a 401(k). Join Human Interest as they discuss the benefits of starting a 401(k) plan thanks to the SECURE Act 2.0 and the different types of fiduciaries you can hire to maximize your retirement plan.

Objectives

• The roles and benefits of hiring 3(16), 3(21), and 3(38) fiduciaries
• Understand the impacts of the SECURE Act 2.0
• How to maximize 401(k) benefits available to you and your business

Our Speakers
Marc Fowler, Retirement Education Director, Human Interest
Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses (SMB) to assist their employees with investing for retirement. Marc specializes in supporting partners and clients in understanding retirement plans, in particular, the power of 401(k) and the relevant legislation that surrounds saving for retirement. After starting two small businesses in New York, he has a passion for how 401(k) plans can support the SMB sector.

Phil Kiefer, Partner Account Manager, Human Interest
Human Interest is leveling the playing field on retirement by making employer and employee retirement savings more intuitive, more affordable, and more inclusive. As the Partner Account Manager in St. Louis, Phil is focused on building out partnerships with payroll and benefits partners, CPAs, and financial advisors that support Human Interest’s mission to inspire people to envision a better future for themselves and for people in all lines of work.  Phil's partners are able to offer clients affordable, zero-transaction fee, 401(k) plans for small and medium businesses.

Thank You to Our Presenting Sponsor!