Webinar Sign-Up: Mandatory Employee Retirement Plans & What You Need To Know

Join Horizon & saveday for a short educational webinar as we discuss the updated employee retirement plan requirements and how the SECURE 2.0 Act will impact your business.

 

What You'll Learn During The Webinar:

  • SECURE 2.0 Act Overview: What is the SECURE Act 2.0 and how will it impact your business? 
      • The SECURE 2.0 Act will require private employers to offer employee retirement plans. During the webinar, we will discuss your options to prepare you for the upcoming nationwide and state-specific mandates. 
  • New Retirement Plan Requirements: The SECURE 2.0 Act changes employee retirement requirements, with many states following suit with additional requirements for private businesses. 
  • Retirement Plan Options: We discuss the retirement plan options available for your business: employee 401(k)s, Pooled Employer Plans, and State-Sponsored Plans.
  • Pooled Employer Plan (PEP) Basics: What are PEPs, and why are they an excellent alternative for 401(k) plans?
      • What is a PEP? Pooled Employer Plans (PEPs) are a defined contribution plan - like a 401(k) - in which multiple employers can participate. This new type of retirement plan, designed specifically for small businesses and their employees, allows employers of any size to pool their assets into a plan professionally administered by Horizon.
  • Cost & Operational Advantages: Ways to streamline administrative responsibilities and reduce overhead when managing employee retirement plans.
  • Compliance & Risk Management: How you can make sure your plan stays within federal and state regulatory bounds.
  • Q&A Session: Have your additional questions answered by our experts from Horizon & saveday.

Speakers:

Keith-Page-Headshot-RoundKeith Page

Business Development and Strategic Partnerships - saveday

Keith Page entered the financial planning industry in 2015, working primarily with families and small business owners. In 2018, he became a Registered Representative to expand his knowledge and options in financial planning. Keith joined saveday in the pursuit of serving the underserved. He continues to support those employed by small businesses through building relationships, hoping to make retirement plans accessible to all. 

Originally from Kentucky, Keith has lived in Florida for the last 15 years. In his free time, he enjoys spending time with his wife and one-year old son, visiting the beach, watching sports, and serving in his local church

 

ScottScott Langer

Sales Specialist - Horizon

 

Scott Langer is a Sales Specialist here at Horizon. He brings over 25 years of experience in the payroll and HR industry and has been a part of the Horizon team for 15 years! 

Born and raised in Centerville, OH, Scott enjoys his job at Horizon because he gets to help people find solutions to their payroll problems! He greatly appreciates the team-first atmosphere and takes pride in Horizon’s top-rated customer service. 

 

Brad

Brad Johnson

President - Horizon

 

Brad Johnson is the President of Horizon Payroll. He brings over 15 years of experience in the payroll and HR industry and has been a part of the Horizon team since 2007!

Brad enjoys the sometimes fast-paced environment and is proud of the Horizon team, knowing they will all go above and beyond for our clients.  

Prior to his days with Horizon, Brad was a CPA in a large public accounting firm that provided the opportunity to work directly with clients in a variety of industries.  Subsequent to that, he became the CFO and part-owner of a privately held manufacturing business that had both U.S. and International operations.

Webinar Details:

Overview: During the webinar, our experts will review the critical changes to employee retirement plans so that you can make informed decisions and stay compliant with the new SECURE 2.0 Act mandates.

Date: Thursday, October 19th, 2023
Time: 1:30-2:00pm EST
Duration: 30 Minutes
Platform: Zoom Webinar

Webinar Hosts:
Keith Page, saveday
Scott Langer, Horizon
Brad Johnson, Horizon

Register:

Spaces are limited, so act quickly!

After registering, you'll receive a confirmation email with the webinar link and additional details. We look forward to guiding you through what you need to know about the SECURE 2.0 Act and Horizon's Pooled Employer Plan.

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