Unlocking Financial Wellness with Secure 2.0: Small Business 401(k) Strategies

In small businesses, finance leaders often wear multiple hats, including HR responsibilities.
Are you juggling multiple roles as a finance leader, HR strategist, and benefits manager (all at once) grappling with how to optimize your company’s financial strategy while also enhancing employee benefits?
Introducing SECURE Act 2.0: Your Strategic Financial Lever
This landmark legislation isn’t just another compliance hurdle. It’s your opportunity to:
- Optimize your company’s financial position
- Enhance your employee value proposition
- Maximize tax incentives while managing costs
If you’re ready to transform legislative complexity into a strategic financial advantage, we’ve got you covered.
Join our upcoming webinar on November 5th to uncover:
- How SECURE 2.0 can be leveraged to improve your company’s financial wellness strategy
- Tactics to maximize tax credits and incentives in your 401(k) offerings, directly impacting your bottom line
- Strategies to boost employee participation in retirement plans, potentially reducing turnover costs
- Critical compliance requirements under SECURE 2.0, helping you mitigate financial risks
- Methods to future-proof your retirement plans, ensuring long-term financial stability amidst evolving legislation
Don’t miss this opportunity to elevate your financial strategy. Your company’s fiscal health and competitive edge are at stake.
Speaker Info

Chad Parks, CEO, Ubiquity Retirement + Savings
Chad Parks is the founder and CEO of the first online, web-based, flat-fee retirement plan provider for small businesses in America: The Online 401(k), now known as Ubiquity Retirement + Savings.
He earned his Certified Financial Planner (CFP) designation and left the stock brokering world to start his own financial planning and investment management firm, Retirement & Education Group, Inc., a financial planning practice that assisted individuals and small business owners with their overall financial planning needs. Known for his unique, irreverent approach to business and the financial industry, Chad regularly shares his insights in national publications such as The Wall Street Journal, The New York Times, CNN Money, Bloomberg Wealth Manager, Business Week, Entrepreneur, and elsewhere. He is a graduate of Florida International University and holds a Master’s in Finance from Golden Gate University.
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