Employer Contributions: Matching and Profit Sharing (Webinar)

Employer contributions are more than a benefit. Theyโ€™re a powerful tool for driving engagement, retention, and compliance.ย In our new on-demand webinar,ย โ€œEmployer Contributions: Matching and Profit Sharing,โ€ discover proven strategies to help you design smarter, more competitive retirement plans.

Led by industry veterans Clyde Palmer and Greg Madison, this session offers:

  • Core Plan Design Considerations
  • Compliance Testing for 401(k) Plans
  • Distinctions Between Matching and Profit Sharing Contributions
  • Strategic Adoption of Safe Harbor Provisions
  • Contribution Allocation Strategies
  • The Minimum Gateway Requirement Explained
  • Practical Application Through Real-World Scenarios
  • Critical Tax Return Deadlines and Compliance Guidance
  • How to Leverage the Plan Analytics Department for Support

Want More Financial Education?

We host free live webinars throughout the year. Check out our events calendar to see upcoming events and secure your spot before the events fill!

This webinar highlights sophisticated plan design strategies, the transformative benefits of Safe Harbor adoption, and the flexibility of profit-sharing arrangements. Position your plan for greater success โ€” and deliver enhanced value to your organization and employees.ย 

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