As 2022 came to a close, over 90 individual provisions passed as part of the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act. This presentation will take a deep dive into associated incentives and opportunities with new plan creation. Don’t miss this presentation that will help advisors understand this monumental legislation intended to increase the availability of, and participation in, retirement savings plans.
Specifically, advisory professionals will learn:
- Details of the key changes associated with “Starter 401(k)s” for small business owners
- How and why defined contribution plans are now primed for a surge due to factors that incent, automate and remove obstacles to plan participation
- Key opportunities for advisors to leverage SECURE 2.0 to win new plans, and wealth, business
Wealth and retirement plan advisors won’t want to miss this session that will prepare them for the wave of new plan creation that will be driven by SECURE Act 2.0.
Approved for Fi360 CE Credit. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
John Faustino, AIFA®, PPC®
Head of Fiduciary Training & Technology
Director, Retirement Plans Sales
Paychex Retirement Services
David H. Lenok - Host
Senior Wealth Planning Editor