28 Sep NYS SHRM NYS SHRM Sunday, September 28, 2025 (12:00 AM) to Tuesday, September 30, 2025 (11:59 PM) 1 PDCs Provider: Raymond James Financial Course Name: Beyond the 401k Plan Speaker: Kevin Mahoney Program Type: Conference Registration URL: http://www.raymondjames.com/corporateadvisorsgroup NYS SHRM, Albany, New York Email Details • Discover how HSAs can be used as a powerful retirement savings tool, offering tax advantages and flexibility. Differentiate between HSA as a savings account and FSA as a spending account. • Consider the pros and cons of cash balance pension plans as a hyrid approach to enhance tax deferral. • Consider ways to enhance savings options within the 401(k) through the addition of the after-tax contribution and back-door Roth 401(k) Strategies. • Identify ways to enhance executive compensation through innovative deferred compensation and non-qualified plans. • Outline ways to help your employee improve their financial wellness by leveraging resources available through your 401k and other plans. Details You're Registered! DescriptionLocation While 401k plans have been a popular and effective tool for retirement savings, there are strategies that can help your employees defer taxes and build sound financial futures. In this insightful presentation, we will delve into the world of saving in the workplace beyond the traditional 401k plan. For both employee retention and recruiting, it is critical to offer a robust benefits package that meets the needs of your unique workforce – 401k plans help, but they often don’t cut it alone. NYS SHRM NYS SHRM55 Eagle StAlbany, NY 12207-1645 Map & Directions