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State-Mandated Retirement Programs: How to Stay Compliant
Specialized Knowledge

STATE-MANDATED RETIREMENT PROGRAMS: HOW TO STAY COMPLIANT

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 14, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner
Series: CFOs and Controllers, Retirement Planning
Course Description

Join Rippling and Guideline to learn from their experts about all the new requirements for small business owners. In this session, you will also learn how modern solutions bridge the access gap to make a 401(k) easier and more accessible for you and your clients.

Learning Objectives:


  • Determine why a 401(k) plan is a helpful tool for your clients to offer, and how it can help you win more clients

  • Identify the states that have implemented new requirements mandating employers to offer retirement plans to their workers (with 30 more considering legislation)

  • Summarize what options businesses in these states are using to cover their employees—whether through a private-market option or through the state-run programs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Richard Lane

Guideline Inc.
Partnerships Manager
[email protected]
(888) 228-3491

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Richard is a Partnerships Manager, helping to architect, negotiate, and lead strategic partnerships that create exponential growth for both Guideline as an organization, but for our partners and our shared clients as well. Richard has been with Guideline for 5 years and is located in Austin, Texas.

Johnny Gallo

Rippling
Channel Account Executive
[email protected]
(707) 591-6266

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Johnny is a Channel Account Executive who specializes in providing solutions to accountant partners that help them serve and grow their client base. Johnny enjoys talking accounting integrations and sharing best practices from the Rippling partner community. He’s been with Rippling for 2 years and is located in Denver, CO.

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Blair De Roo

Guideline Inc.
Sales Development Representative
[email protected]

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Blair is a Sales Development Representative, responsible for streamlining the sales process as a key role in qualifying and educating prospective clients to identify sales qualified leads for Account Executives. Blair has been with Guideline for 3 years and is located in Portland, Maine.

About Our Sponsor

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We’re on a mission to eliminate the administrative work of running a company. We believe that people should focus on the hard stuff—the things that only people can do—and that software should manage the rest.