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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
Intersection of SECURE 2.0’s Automatic Enrollment Mandate & Plan MergersTRA [The Retirement Advantage] |
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July 16, 2025 On-Demand Webinar |
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This session will review the automatic enrollment mandate under SECURE 2.0 that is generally applicable to new plans, including the recently issued proposed regulations, and how that requirement can become in advertently applicable to grandfathered plans as a result of certain mergers, and will discuss strategies that can be utilized to avoid that result. Learning Objectives:
There will also be a few moments at the end for questions and answers. You won’t want to miss this session! |