Date: February 28, 2023

Time: 12:00 - 1:15 pm (Program: 12:00 - 1:00 pm | Networking: 1:00 - 1:15 pm)

Program Type: Virtual via Zoom

Registration Fee: $99 Members | $119 Non-members


About the Program

The Secure Act 2.0 recently passed Congress as part of the year-end omnibus spending bill. This program will focus on the main points and deadlines of the Act, timing affecting employer-sponsored retirement plans and the steps that employers must take now. 
   

Benefits of Attending

  • Learn the primary provisions of the Secure Act affecting employer-sponsored retirement plans
  • Understand the new increased catch-up contribution rules and changes to catch-up age ranges
  • Hear why some are considering this “Rothification” of workplace retirement plans
  • Get the 411 on:
    • New mandatory automatic enrollment and escalation rules for all employer plans 
    • Options for employees repaying student loans
    • New Emergency Savings Account
    • Changes in Tax Savers Credit
  • Receive a SECURE 2.0 Summary of Provisions

Speaker

Mark Foster
Retirement Plan Consultant
Sageview
View Bio

 

Intended Audience

  • Employer Professionals and Managers engaged in Employee Benefits and Retirement
  • Brokers, Advisors and Consultants

Learn new ways to help your employees save for retirement. 

Register Now

Can't attend? Register anyway, and we'll send you an on-demand recording of the program.

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