SECURE 2.0 is the new pension legislation that was signed into law on December 29, 2022 as part of the year-end Consolidated Appropriations Act (CAA) of 2023. It builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. SECURE 2.0 includes a large number of miscellaneous retirement savings provisions, which generally enhance opportunities for retirement savings. The overarching theme linking the various changes is a desire to improve retirement savings.

Join us for this session which is designed to help companies and individuals understand the key changes and begin to prioritize opportunities and challenges the changes present for programs.

By attending this webcast you will:

• Understand the key provisions of the new law and timeline for implementation
• Identify opportunities to maximize retirement savings and avoid tax pitfalls
• Learn how the new rule permits employer retirement plans to take into account student loan repayments for matching contribution purposes
• Understand changes to various RMD, hardship and other withdrawal provisions that affect employer plans and IRAs