Retirement Legislative Madness: Breaking Down Secure 2.0 Small Employer/No Plan Edition

Concurrent Session

W311

In-Person Tuesday 06/13/2023 10:30 AM - 11:30 AM

Competencies: Organization (Technical), People (Technical), Workplace (Technical) | Intended Audience: Mid-Level, Senior-Level

Workplace Application:

This session is specifically geared for employers who do not sponsor a retirement plan or are leaving a PEO. It breaks down what all new retirement plans will be required to have, the tax credit associated with a new plan, and an entire new type of 401k, the Starter(k).

Required automatic enrollment and escalation? Major tax credits for new plans? The Starter(k)? These are just a few of the sweeping legislative changes employers implementing a new plan will face. We’ve dug through the minutia to pull out the top requirements you need to know now, and how to prepare. Have no fear… this isn’t a boring legal presentation. These improvements are fun, exciting and a huge motivation to start a retirement plan. This session is specifically geared towards organizations that do not have a retirement plan or are considering leaving a PEO.

Learning Objectives:

• A breakdown of the the 'need to know' changes included in SECURE 2.0.
• How these will be administered in retirement plans.
• What benefits the changes will provide employees.
• How to communicate this to your team.

In-person session offerings are on a first-come, first-served basis.

To view all event accessibility & accommodations details visit here.

If a speaker has provided session materials, please visit https://presentations.shrm.org

Presenter:

Jeanne J. Sutton, CFP, Managing Director,

Strategic Retirement Partners

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