Webinar: The Secure Act & Secure Act 2.0 Clarifications

This free webinar was held on October 31, 2024.

Download the slides from the October 31 webinar.

View the recording of the webinar:

Learning Objectives: 
The changes introduced by the SECURE Act and SECURE Act 2.0 are complex and can be challenging to keep up with. This can be overwhelming, especially for those responsible for managing retirement plans and ensuring compliance. Our webinar will help you gain practical insights, stay informed, and equip you with the knowledge to better serve your organizational plan.

Topics Covered Include: 

• How to avoid the 10% penalty
• RMD regulations
• Student loan changes

Who should attend:
HR Personnel, CEOs, CFOs, controllers, trustees, and essentially anyone who sponsors, administers, assists or oversees an employer-provided retirement plan.

Presented by: Kimbarley Williams, Emily Roman and Dan Ryan