A Fiduciary Guide to SECURE Act 2.0

Broadridge

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:

1. An overview of SECURE Act 2.0 including history of the bill and implementation timeframes.
2. Key provisions of the legislation including student loan matching, 403(b) adjustments, tax credits, and emergency savings rules, among others.
3. How the legislation impacts fiduciaries.
4. Potential next steps for retirement plan advisors and their clients.

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