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A Fiduciary Guide to SECURE Act 2.0Broadridge |
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Jan. 17, 2023 On-Demand Webinar |
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In this presentation, Blaine Aikin and Duane Thompson will share their thoughts on the newly-released SECURE Act 2.0 and provide insights into what this legislation means for investment fiduciaries. With the passing of this much-anticipated bill, it will be crucial for advisors to understand the high-level provisions and what it means for plan sponsors as well as advisors’ retail clients. Attendees will hear more about changes to auto-enrollment/escalation rules, tax credits for low-income savers, 403(b) changes, RMDs and more. This session will be submitted for one (1) hour of CE for Fi360, IWI and CFP Board. Learning Objectives: By the end of the session, attendees will be able to recognize and articulate the significance of the following:
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