603 - Implementing SECURE 2.0: Administrative and Operational Impacts for Plan Professionals

This session will explore the practical implications of the SECURE 2.0 Act with a focus on implementation and ongoing administration. The session will cover key provisions impacting defined benefit and defined contribution plans including changes to required minimum distributions, long-term part-time employees, catch-up contributions, and auto-enrollment features.

Speakers:

Julie Sachs

Aon

Lance Paul Roteman

National Professional Planning Group

Mr. Eric Boyd Feinstein

JBC Healthcare

Ruth E. Schau

Credits:

CPD Credit: 1.50 EA Core Credit: 0.75 EA Ethics Credit: EA Non-Core Credit: 0.75 EA Formal Credit: 1.50