SECURE Act 2.0 Webinar (Free) | Patriot Software & Vestwell

Patriot Software & Vestwell Offer Free Webinar on SECURE Act 2.0

Canton, OH

Patriot Software, an award-winning accounting and payroll software provider, will co-host a webinar on SECURE Act 2.0 retirement tax credits and deadlines with partner Vestwell, a leading 401(k) recordkeeping provider for small businesses. The webinar, “Small Business, Big Benefits: Navigate Upcoming Retirement Plan Deadlines and New Tax Advantages,” will take place on July 12, 2023 at 2:00 p.m. ET.

SECURE Act 2.0, otherwise known as Securing a Strong Retirement Act of 2022, was signed into law in December of 2022. This legislation provides employers with 50 or fewer employees with a 100% tax credit—up to $5,000—to cover the administrative costs of establishing a retirement plan. There are additional tax credits available for employers who contribute to employee plans and employers who automatically enroll participants into their plan.

Patriot and Vestwell’s webinar for business owners and accountants will discuss these key tax benefits, how to choose the right plan, and deadlines to start a plan in 2023. The webinar is free to attend and provides accountants with 1.0 free CPE (continuing professional education) credit for live attendance. 

“When there are tax credits specifically for small businesses, we want to ensure employers and their accountants know about them,” said Annie Hambach, Patriot’s Director of Training. 

“We’re thrilled to partner with Patriot on this webinar and help small businesses understand the new tax-saving opportunities available to them through recent legislation,” said Kevin Gaston, Plan Design Director of Vestwell. “At Vestwell, we’re committed to making retirement savings accessible to small businesses. A key element of this is to simplify the retirement industry jargon and provide information in a digestible manner.”

Interested participants can register for the webinar here. Those who aren’t able to join live can register and receive a link to the recorded session. 


About Patriot Software

Patriot Software provides affordable, easy-to-use online accounting software and payroll for American businesses with up to 500 employees. Patriot Software has helped tens of thousands of American business owners and their accountants streamline accounting and payroll to achieve greater efficiency and profitability.

For more information, please contact:

Patriot Software, LLC
Rachel Blakely-Gray