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SECURE 2.0: Updates on Key Provisions Impacting Retirement Plans


Oct. 17, 2023
Recorded Online

You asked. We listened. As a follow up to the webinar, Overview of Key SECURE Act 2.0 Provisions on August 17, we will continue the conversation by answering the overwhelming amount of questions received from the audience.

With the vast number of provisions in the Act having significant impacts to how retirement plans operate, it’s critical that advisors and service providers have a firm grasp on what is changing, when things are changing, and how you can best serve your clients.

This webinar will provide further information on a range of SECURE 2.0 related concepts including the latest relief on catch-up contributions, the increase in Roth associated contribution possibilities, the future of CITs, student loan matching, and more.

By the end of the session, attendees will…

  • Be able to dive deeper into the specifics of these critical aspects of SECURE 2.0 impacting their retirement plans
  • Learn the latest regarding the guidance on these provisions from the IRS and/or DOL
  • Gain the knowledge on how to ensure their retirement plans achieve compliance with these new regulations
  • Understand important opportunities to maximize the benefits of SECURE 2.0 provisions for their plan sponsors and participants

More Information, How to Register

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