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SECURE 2.0: What Plan Sponsors Need to Know


Mar. 21, 2023
Recorded Online

The long-awaited SECURE 2.0 bill has become law, introducing an array of new compliance challenges and considerations for plan sponsors. The culmination of a multi-year, bicameral, bipartisan effort, SECURE 2.0 contains roughly 90 separate provisions, each with its own effective date.

Join our experts as they explore how this new legislation may encourage plan sponsors to add emergency savings programs to help participants juggle short and long-term financial needs.

You’ll come away with an understanding of:

  • Retirement and financial security provisions of SECURE 2.0
  • Implications of SECURE 2.0 for the design of emergency savings programs
  • Future of the employee experience in emergency savings programs


Jonathan Price, Senior Vice President, National Retirement Practice Leader
Julia Zuckerman, Vice President, Senior Compliance Consultant
Megan Yost, Senior Vice President, Communications Consultant
Bennett Hadley, Financial Wellness Solution Leader

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