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Patriot Software to Host Webinar on 401(k) Benefits

Patriot Software and Vestwell have teamed up to host a free webinar to help you learn about key tax benefits available to small businesses that start a company retirement plan, 2024 changes, and which plans may be right for your clients. 

Feb. 20, 2024

Patriot Software will be hosting a free CPE webinar on February 29, 2024. This webinar has been approved for 1 CPE credit, 1 HRCI credit, and 1 SHRM credit for eligible attendees.

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Title: Leveraging 401(k) Benefits for Business: What You Need to Know in 2024

February 29, 2024, at 2:00 p.m. (ET). 

Receive 1 hour of free CPE credit for participating in this live webinar

Description: Patriot Software and Vestwell have teamed up to host a free webinar to help you learn about key tax benefits available to small businesses that start a company retirement plan, 2024 changes, and which plans may be right for your clients. You will learn:

  • Why setting up a 401(k) matters—tax credits and more

  • How SECURE 2.0 impacts company-sponsored retirement plans

  • How Patriot and Vestwell make offering a plan easier

  • Current state mandatesHow to get started

  • Q&A session.

This program has been approved for 1 CPE credit, 1 HRCI credit, and 1 SHRM credit for live attendees who meet credit criteria.CPE (Continuing Professional Education) credit for CPAs licensed by NASBA

Participants can earn 1 CPE credit for live attendance at the webinar. In order to be awarded the full credit, you must respond to at least three polling questions asked during the live program.