SECURE 2.0 Act – Retirement Plan Changes

SECURE 2.0 contains significant changes for retirement plans, plan sponsors, and retirement plan providers. Review key provisions, identify what’s most relevant to your financial institution, and discover optimal timing of when your organization should be ready for change.

Learning Objectives:

• Identify the key provisions of the act.

• Understand which new retirement-related provisions are relevant to your institution.

• Learn about the timing of these provisions.
  

Recorded Date: March 28, 2023