Q3 2022 Newsletter: Innovation and Strategic Planning

Use these insights and help optimize your 401(k) plan to align with savings and talent management strategies.

• Identify SECURE Act tax incentives that may help you and your employees
• Help employers maximize savings and minimize taxes
• Improve workers’ financial well-being with new innovative approaches!
  
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Securities Offered Through LPL Financial. Member FINRA/SIPC. Investment Advice offered through Retirement & Benefit Partners of Central New York, a separate entity from LPL Financial.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

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