Date: May 24, 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

SECURE 2.0 is often referred to as the “Rothification” of workplace plans. This session will help you prepare for the actions needed to comply with SECURE 2.0 and Roth treatment of catch-up contributions effective January 1, 2024, especially if your payroll services are outsourced.  A retirement expert and payroll provider will be joining the session. 
   

Benefits of Attending

  • Hear why the “Rothification” reference is real.
  • Understand the new increased catch-up contribution rules and changes to catch-up age ranges.
  • Learn the information that your payroll provider needs to implement the new rules for catch-up contributions.
  • Get the 411 on the options for employees repaying student loans and the new emergency savings account.
  • Receive a SECURE 2.0 Summary of Provisions.

Speaker

Mark Foster
Retirement Plan Consultant
SageView
View Bio


John Latini
HCM Major Market Account Executive
Paylocity
View Bio


Intended Audience

  • HRIS practitioners
  • Benefits Managers & Specialists
  • Payroll Managers
  • Brokers, Advisors and Consultants

Learn about coping with the Payroll and HRIS actions required
by January 2024. 

Register Now

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