Cannon Retirement Plan Services Meeting

Business is constantly changing. We are there every step of the way to help them with a multitude of services, including 401K which is such an important benefit for their organizations and team members. We were in Scottsdale recently to attend Cannon’s Retirement Plan Services class and had the opportunity to learn from some of the most experienced professionals in the industry, specifically, Larry Divers. The meeting covered a multitude of Retirement Plan Services from Defined Benefit plans (Pensions), Defined Contribution plans (401k, Profit Sharing.), and extensive exercises in plan design and blueprints, plan testing, documentation, legislation, investment, and implementation.

With the current legislation of SECURE ACT 2.0 it is critical to understand the laws that will be coming to market soon and how we as Registered Investment Advisors can help our business owner clients plan well for their employees and to make the most of the credits available to employers offered through SECURE.

If you haven’t had a review of your Retirement Plan in the last few years, Acumen may be able to help review your current plan. Legislation coming will soon recommend that you have your plan reviewed every 3 years.