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"Final 4”01(k) – A Tournament Style Benefits Debate
Event Contact(s)
Bridget Davidson
Registration Info
Registration is required
Payment In Full In Advance Only
About this event
"Final 4”01(k) – A Tournament Style Benefits Debate
Are you ready to shape Secure 3.0? Don’t leave it to politicians—join us in debating 16 crucial topics and help decide what makes it into Secure 3.0!
1st Round
Plan Formation Tax Credits vs. State Retirement Plan Mandates
Simple IRA vs. Higher IRA Limits/Federal Option
Loan: Yes vs. Loans: Limited w/ Hardship
Roth Only vs. Roth Optional
TDF Glide Path: Through vs. TDF Glide Path: To
Crypto Investments: Yes vs. Crypto Investments: No
Auto Increase: Plan Design vs. Auto Increase: Employee Opt-In
Auto Enroll: Roth vs. Auto Enroll: Pretax
Pricing is free for members and $50 for non-members.