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SECURE 2.0: Turn Your Defined Contribution Plan Into a More Effective Retirement Vehicle


Feb. 22, 2023
Recorded Online

We'll discuss new opportunities to enhance your plan and investment design and how to engage participants so they make informed decisions regarding their future financial wellbeing.

Plan sponsors now have new options and incentives to help employees save for retirement and improve their future financial security. This has important implications for plan design, investment fund lineups, and plan communications. 

Our speakers will discuss:

  • Integrating new contribution strategies, such as matching contributions to student loan payments and expanding auto-enroll, auto-escalate, and auto-reenroll policies, into your plan design  
  • Investment fund lineups to help your participants secure a more predictable income stream in retirement
  • Engagement strategies to help your participants understand their options and make informed choices.
  • Modifications aimed at simplifying plan administration

About our speakers

  • Jim Danaher is a Principal in Buck’s Wealth practice and a member of the investment team. His experience includes strategic plan design, ongoing plan management, sponsor outreach, and employee engagement strategies to improve plan utilization.
  • David Eisenberg is a Principal in Buck’s Wealth practice and leads Outsourced Chief Investment Officer (OCIO) services within the investment team. David is a frequent speaker at investment industry conferences, primarily on topics related to investment manager selection and environmental, social, and governance (ESG) investing.
  • Donna Westervelt is a Principal in Buck’s Engagement practice and works with clients on developing employee communication strategies. Donna has extensive experience communicating changes to retirement benefits programs to inform and educate plan participants.

More Information, How to Register

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