Videos and Webcasts

Practical and Tactical Actions for Small Businesses

Kate Blake By Kate Blake
SECURE Act 2.0 gives small business owners exciting new tactics and strategies designed to help them achieve business goals as well as retirement savings objectives for themselves and their employees. Attend this seminar to learn how to use qualified retirement plans and executive compensation arrangements to increase retirement income security. The session will also cover new retirement plan design options and enhanced tax credits available as a result of law changes, plus learn how implementing a plan governance process can help mitigate fiduciary liability.


Kate Blake
Kate Blake

Based in New York, Kate works with clients throughout the country, helping them develop effective plan designs, manage plan level modifications, and build employee awareness and appreciation for retirement programs.