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TAILORED SOLUTIONS FOR RETIREMENT PLAN ADMINISTRATION

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Retirement Plan Update: New Year, New Rules

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Joy Hodgson, Chief Operations Officer at CRI TPA Services, and Daniel Rodriguez, Chief Executive Officer at CRI TPA Services, will spearhead an in-depth discussion of the SECURE 2.0 Act's essential provisions in our upcoming webinar. This session highlights the Act's impact on the responsibilities and duties of administrators and fiduciaries overseeing qualified retirement plans. Our presentation will dissect the latest regulatory changes affecting Long-Term/Part-Time employees, analyze the Automatic Enrollment guidelines, and offer a detailed overview of the new tax credits available for businesses initiating new retirement plans. Designed to empower attendees with vital knowledge, this webinar aims to facilitate effective management and compliance of company retirement plans.  

At cri tpa Services, we strive to understand you and your business.

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info@CRITPA.com

2633 Centennial Boulevard 

Suite 200

Tallahassee, FL 32308

CRI TPA Services, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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© 2024 CRI TPA Services, a division of Carr, Riggs & Ingram®, Capital LLC

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