Presenter: Steve Schad and Dave Harvey
As state retirement mandates expand nationwide, businesses are turning to their trusted advisors. CPAs, bankers, bookkeepers, financial professionals, and payroll providers for clarity and guidance. Yet many firms feel unprepared to answer client questions or to compare state-run programs with private-sector solutions confidently. This session provides a clear framework for understanding these mandates, explaining them to clients, and positioning yourself as the go-to expert during a period of regulatory change. Attendees will learn how Consilium Plus helps simplify compliance for small businesses while strengthening the advisor-client relationship.