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2023 Year-end Planning for Employee Benefit Plans – Hosted by CLA

November 30, 2023 @ 12:00 pm - 1:00 pm

As 2023 comes to an end, current economic events have impacted all aspects of business — including employee benefit plans. Now, at year-end, we are looking at developments and recommended practices regarding employee benefit plans with an eye toward future potential changes and opportunities.

This complimentary webinar will discuss actions you can take before year-end to help keep your employees’ retirement benefits competitive and safe.

At the end of this session, you will be able to:

  • Recognize trends and legislation that may impact employee benefit plans
  • Outline recommended practices regarding employee benefit plan compliance
  • Identify plan fiduciary considerations

Who should attend:

This session is designed for plan sponsors, business owners, HR professionals, finance professionals, and employee benefits managers.

Speakers:

Joey Kennedy, Manager

Breezy Paulus, Director