Navigating Client Questions About Retirement State Mandates
Help clients navigate state-mandated retirement programs and explore alternative qualified plan options to meet their business needs.
Key Points
- Understand State Mandates: Educate clients on the requirements of state-mandated retirement programs and the options available to comply with these mandates.
- Evaluate Plan Options: Assist clients in comparing state-mandated plans with private sector alternatives, highlighting the benefits and flexibility of options like 401(k), SEP, SIMPLE IRA, and 403(b) plans.
- Implementation and Compliance: Guide clients through the process of implementing a retirement plan, whether state-mandated or private sector, ensuring they meet all regulatory requirements and deadlines.