The Eau Claire Chamber of Commerce will host their annual Workforce Solutions Summit at the Pablo Center at the Confluence in Eau Claire on Tuesday, February 20th. This event gives employers the opportunity to come together to learn about practical solutions they can implement to address both immediate and long-term workforce issues.
Trust Point’s Jon Marquet, JD, Retirement Plan Consultant and Allyson Krause, CRPP™, Managing Director of Retirement Plan Services will present on 401Kares: How Better 401(k) Design Can Help Recruit, Retain, and Care for Great Employees. A strong retirement package is essential for attracting and retaining quality employees today; this was a great opportunity to hear insights on 401(k) plan design and plan education from our experts. A few slides from the presentation, including details on the Secure 2.0 impact for 2024, can be found below.
We have evidence of the impact of education on participation rates within our own client portfolio. This chart shows two examples of companies Trust Point works with that increased their 401(k) participation rate after holding education sessions for their employees.
Jon and Allyson can also be seen at the Minnesota Veterinary Medical Association annual conference in February.
For additional insights on business succession planning and your 401(k), listen to Jon and Allyson on the Poised for Exit Podcast.
Here are a few keys slides from Jon and Allyson’s upcoming presentation at the Eau Claire Chamber Workforce Solutions Summit.