Retirement Legislative Madness: Breaking Down Secure 2.0 Existing Plan Edition

Concurrent Session

W311

In-Person Monday 06/12/2023 01:30 PM - 02:30 PM

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

Workplace Application:

This session is specifically geared for employers with more than 50 employees that already have a retirement plan in place. It breaks down the options now available and how to determine if your organization should ‘opt in” or “opt out”.

A roth employer match? Emergency savings inside your 401k? 401k matches on qualified student loan payments? These are just a few of the sweeping legislative changes made to retirement plans with the passing of SECURE 2.0. We’ve dug through the minutia to pull out the top changes 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 great opportunity to re-energize your retirement plan. This session is specifically geared towards organizations that already have a retirement plan.

Learning Objectives:

A breakdown of the the 'need to know' changes included in SECURE 2.0.
How these will be administered in existing 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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