SECURE 2.0: Reshaping the Retirement Landscape

TRA [The Retirement Advantage]

The long-awaited and much anticipated “SECURE 2.0” is here. Be among the first to hear which elements of three foundational bills have come together with bipartisan support to help reshape critical parts of the retirement landscape:

• Expanding access to workplace retirement plans,
• Increasing savings,
• Broadening lifetime income options and
• Simplifying plan administration.

Learning Objectives:

• Understand key provisions of the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (i.e., SECURE Act 1.0).
• Summarize elements of SECURE 1.0 such as Pooled Employer Plans, Group of Plans, changes to part-time employee coverage, plan set-up deadlines, and lifetime income illustrations and the deadline to provide them.
• Recognize key provisions in the combined legislation known as “SECURE Act 2.0”
• Identify other retirement reform proposals
• Consider practical and tactical actions for plans sponsors and investors considering the new proposals.

Join Jenny Kiffmeyer, J.D. and Chief Operating Officer of Retirement Learning Center, as we cover the major provisions of this legislation, the impacts on the retirement industry, and the opportunities it presents to plan advisors and sponsors.

More Information, How to Register