Bank of America Coffee Chat - Reducing Tax Liability

Please RSVP to Kelly Tyler by 3/07/2025 to confirm your attendance.

Topics include:

• Tax Credits and Deductions: Learn about opportunities for businesses without a qualified plan to benefit from tax credits and deductions.

• Secure Act 2.0 Updates: A brief overview of key amendments impacting plan sponsors and ensuring proper adoption and implementation with your record keeper or TPA.

• Enhanced Plan Opportunities: Discover the benefits of profit-sharing and Cash Balance plans.

Join us for Bank of America's Coffee Chat to explore Secure Act 2.0 and strategies for reducing tax liability.

Featured Speaker Tim Kvam | Chief Operating Officer, My Benefits LLC & First Party Administrator LLC