Virtual Tech Speaker Series: Tech-Driven Retirement Solutions: Exploring the AZTC 401(k) MEP Program

Catch the recording of Arizona Technology Council’s October 2024 Virtual Tech Speaker Series for an exclusive session with Steve Zylstra, President & CEO of the Arizona Technology Council, alongside Michael DiGrazia, CFP, CIMA, Director, Senior Institutional Consultant & Institutional Plan Fiduciary Consultant at Legacy Wealth Management and Thomas Tenney, CFA, CFP®, Senior Vice President at Legacy Wealth Management.

This live event covered the benefits of the Council’s 401(k) Multiple Employer Plan (MEP) program, current trends in the investment industry and how financial technology is shaping retirement planning. Attendees learned how to leverage this program to support your company’s financial goals and help employees build a stronger financial future.

Key Take-Aways:

Understanding of 401(k) MEPs: Attendees will gain a clear understanding of what a Multiple Employer Plan (MEP) is, how the Arizona Technology Council’s 401(k) MEP works, and how it benefits both employers and employees.
Investment Industry Insights: Attendees will be updated on the latest trends in the investment industry, including how market changes are impacting retirement savings strategies.
Fintech’s Role in Retirement Planning: The event will explore how financial technology, including automation and AI, is transforming 401(k) management, making it easier to optimize and personalize retirement plans.
Actionable Strategies for Employers: Employers will leave with actionable strategies for leveraging the Council’s MEP to attract and retain talent by offering competitive retirement benefits, while simplifying administrative tasks.

Learn more about the Council's 401(k) MEP: https://www.aztechcouncil.org/401k-mu...

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