Automatic Enrollment Requirement Updates

TRA [The Retirement Advantage]

Love it or hate it, automatic enrollment is here to stay, thanks to SECURE 2.0!  Join me in this seminar as I discuss the new automatic enrollment requirements, the deadlines for implementing, and what you can expect to discuss with your clients to help them understand how this will affect them.

Learning Objectives

• Learn the new Automatic Enrollment requirements
• Understand who is exempt
• Know what options your client will have (features, and timing)

There will also be a couple moments at the end for questions and answers. You won't want to miss this session!

In the event you are not able to attend, we strongly encourage you to register anyway, as you’ll then be looped in on the follow-up emails that will contain a link to the recording, a copy of the presentation, and other supporting material.

More Information, How to Register