Webinar: Taking the Mystery out of a Company Retirement Plan and the Impact of the Current Financial Market

We know that the last 18 months have presented many challenges to local businesses. Labor shortages are among the many issues many business owners are dealing with to keep a business running.

Employee benefits are a big factor in hiring and retaining talent. One of the most important benefits employees care about is a retirement plan, and businesses with as little as one employee and up to any size can offer a plan.

During our free, no-obligation 401(k) webinar on November 17, 2021, Andrew DiNuccio, Investment Officer, and Manager of the 401(k) program at First Financial Trust shared an overview of the financial market in 2021 thus far, the factors affecting the markets recently and going forward, including inflation, political landscape, China, supply chain crunch, and cyber security, and expectations for the financial market in 2022.

We also shared a review of what to look for in setting up a new 401(k) plan or how to potentially lower the costs and increase the benefits on an existing plan, including:

  • The different capacities you can select your retirement plan advisor to act in.
  • The differences and benefits of a 3(38) and 3(21) advisor.
  • The constantly shifting ERISA landscape and how a fiduciary investment advisor can take the challenging burden off of a business owner.
  • The tax benefits employers and employees receive by investing into a defined contribution retirement plan and how your retirement plan advisor works directly with your tax advisor to ensure you are taking full advantage of these benefits.

You can watch the video above, or by visiting YouTube.