The Willis Group
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Event calendar

Designing and Maintaining 401(k) plans with less risk and headaches

We’ll breakdown the latest in modern retirement plan design. Hear ideas to reduce administrative headaches, reduce fiduciary liability, increase efficiencies, and promote employee attraction and retention.

– 3(38) fiduciary services to save time and reduce employer liability

– 3(16) fiduciary services to assist with plan administration tasks

– Seamless communication of payroll and deferrals with 360 payroll integration

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

23 April, 202611:00 AM - 11:15 AM Pacific
  • Tyler Webb
  • John Willis

Designing and Maintaining 401(k) plans with less risk and headaches

Register for this event

Preparing for a Strategic Exit

Please join us for an exclusive business owner forum where we will explore:

• Positioning your company for maximum value with the latest insights on today’s M&A environment

• Maximizing net proceeds and preparing for what’s next

• Connecting with fellow business owners to share ideas and opportunities

Location

Date & time

Speakers

Supporting links

SD Tech by Alexandria: 9645 Scranton Rd San Diego, CA 92121

24 February , 20268:30 AM - 12:00 PM Pacific
  • See Invite

Invite: Business Owners Planning the Next Chapter

Invest Cash & Manage Appreciated Stock

With interest rates lower and stock prices higher, we’re working thoughtfully with clients on deploying excess cash and help manage highly appreciated stock(s). We’ll breakdown:

– Modern strategies to invest cash tax efficiently

– A case study on highly appreciated stock strategies

Location

Date & time

Speakers

Supporting links

Register to Receive Call Link

05 February , 202611:00 AM - 11:30 AM Pacific
  • Tyler Webb
  • John Willis

Webinar Invite

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