SECURE 2.0 Highlights and Deadlines

At the close of last year, Congress passed the SECURE 2.0 Act of 2022, which builds upon and helps to clarify the most significant retirement plan legislation in more than a decade, the Setting Every Community Up for Retirement Enhancement Act of 2019, or SECURE Act. The new law includes significant changes to retirement plans—some mandatory and some optional—that should increase coverage and allow participants to save more and longer for retirement.  The new law contains 90 provisions aimed at modernizing the retirement system, encouraging the creation of new retirement plans and easing administrative requirements, while also allowing plan participants to increase what they save. Most retirement plans will be affected in some way, including those for lower-income workers and small business staff. 

This presentation is designed to help financial advisors understand the key provisions of interest and explore how plan sponsors might approach implementation over the next several years.

Pricing*
Members $10
Nonmembers $20
Students $10

Lunch is included.

This event is open to everyone, not just NexGen.

Registration required.

*Thank you to Consolidated Planning and Michael Acosta, our NexGen leader, for providing the venue so that we can offer a lower price for this event!