Instructor
Scott Pooch
Instructor
Scott Pooch spent more than twenty years working with business owners on employee benefits, operational efficiency, and growth, and managed 160 retirement plans. He presented at the Ohio Society of CPAs' Employee Benefit Plan Audit Conference in April 2026, spoke to the VSCPA Roanoke Area Chapter in September 2026, and delivered a session to 104 attendees for the North Dakota CPA Society the same month. He returns to the Ohio Society of CPAs for two Accounting Show sessions in October and November 2026 and is scheduled to speak at the NJCPA Accounting & Auditing Conference, the Wisconsin Institute of CPAs Tax Conference, and two VSCPA chapters in November 2026. He runs 401Grow, a retirement plan consulting and education practice in Columbus, Ohio. His sessions are hands-on and built for practitioners, with tools attendees can use in client and internal conversations.
This session will cover New York's Secure Choice program, including employer coverage and registration requirements. It will provide an overview of available retirement plan options, including SEP, SIMPLE, 401(k), Safe Harbor 401(k), cross-tested designs, and cash balance plans. The session will explore retirement plan considerations based on different client needs. It will also discuss how to identify clients who need a simple conversation versus those requiring a more in-depth discussion.
None.
CPAs who work with small and mid-sized business clients, especially clients without a retirement plan who are facing the Secure Choice registration requirement.
