Lunch & Learn: Swipe Left on the (State) Mandate: Finding Your Business's Perfect Match

Description

Swipe Left on the (State) Mandate: Finding Your Business's Perfect Match.

Stop wiping right on compliance traps. Join us to find out how upgrading to a custom retirement solution can benefit both your bottom line and your team.

Keith Cattaneo is an experienced retirement plan professional who helps employers, advisors, and institutional clients design and manage qualified retirement plans that support both organizational goals and employee financial wellness. With deep expertise in 401(k), 403(b), and other defined contribution plans, he provides practical guidance on plan design, investment oversight, fiduciary best practices, and participant outcomes. Passionate about improving retirement readiness, Keith is focused on helping organizations create stronger retirement programs that drive meaningful outcomes for both employers and their employees.

Free for members | $15 for non-members.