Free Webinar

This webinar equips CPAs and accounting professionals to understand and discuss Safe Harbor 401(k) plans as both a valuable retirement benefit for their own firms and a proactive planning strategy for business clients in 2026.

Rather than positioning CPAs as plan administrators, the session focuses on their role as trusted advisors—helping them identify retirement plan opportunities early, ask the right questions, evaluate compliance considerations, and coordinate with specialists to deliver greater value. Attendees will gain practical insights into how Safe Harbor 401(k) plans can support workforce retention, simplify compliance, and enhance long-term retirement outcomes for both their firms and their clients.

Learning Objectives:

• Determine the advantages and trade-offs of Safe Harbor 401(k) plans, including their impact on employer contributions and compliance requirements.
• Recognize the importance of proactive retirement planning discussions and the timing considerations that affect plan selection and implementation.
• Identify consultative opportunities and resources and solutions.

Note: this on-demand webinar does not offer CPE credit.