Date and Time
Thursday May 25, 2023
12:00 PM - 1:00 PM EDT
“Everyday 401(k) by J.P. Morgan”
Presented by Daniel S. Jones, CIMA®, CRPS®, J.P. Morgan Vice President & Retirement Plan Specialist
Have you considered offering a retirement plan in the past, but thought the cost was prohibitive? Did you find the reporting and fiduciary responsibilities to be intimidating? Did you think you did not have enough employees, or willing participants, to make it worth it? THINK AGAIN!
Please join us for a lunch-time presentation on Everyday 401(k) by J.P. Morgan. A stream-lined, self-managed, cost logical solution for new 401(k) plan start-ups and small businesses. Learn about:
- New Tax Credits available to business owners related to SECURE 2.0
- Various State specific retirement plan requirements going into effect this year
- Benefits of 401(k) to a small business
- Workplace retirement plan solutions simplified
About Daniel:
Daniel's area of expertise is in workplace retirement plans and leads J.P. Morgan Asset Management’s distribution efforts for the Everyday 401(k) solution in the Midwest. He strives to help plan sponsors simplify retirement plans in a way that differentiates their businesses while driving their employees to save for a meaningful retirement. With FINRA Series 7, 24, and 66 securities licenses, as well as Certified Investment Management Analyst (CIMA) and Chartered Retirement Plan Specialist (CRPS) credentials, Daniel is a highly qualified professional in his field.
Location
The Gateway
Cuyahoga Falls Chamber of Commerce
111 Stow Avenue
Suite 200
Conference Room
Fees/Admission
Free to Chamber members.
Seating is limited to 10 seats so please register right away. A casual lunch will be provided.
If you are unable to register for this one, contact director@cfchamber.com to added to our guest list for second, repeat session to be scheduled as needed.
Website
Contact Information
Executive Director
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Description
Connections to Resources is a program available to all Cuyahoga Falls Chamber of Commerce members. Programs are free to present and free to attend. The programs can be scheduled on Mondays or Thursdays from 12:00 to 1:00 pm in Conference Room A in the Gateway.
Presenters provide educational information on topics related to the needs of our members and the services/products that the member provides. To schedule a Connections to Resources program, contact director@cfchamber.com.
