SHRM Learning Objective: 

In the final days of 2022, the President signed into law the Consolidated Appropriations Act of 2023, which included a sweeping retirement reform package, SECURE 2.0.  The law includes nearly 100 provisions of which many will impact workplace benefits plans (401k, 403b, SIMPLE IRA, etc.) and address the U.S. retirement savings crisis.

These provisions continue the theme and reforms that began with the 2019 SECURE Act, focusing on getting more participants into the retirement system, finding ways for them to accumulate more assets and helping them achieve retirement readiness.

Join us for a summary of key provisions including which changes are required and which are optional for companies to adopt.  Several of the optional provisions have potential to strengthen a company’s retirement benefits packages and become more competitive attracting and retaining top talent.  For example matching employee student loan payments in a company sponsored retirement plan and establishing emergency savings accounts for employees through the retirement plan.

Learning Objectives:

• What the SECURE 2.0 Act is
• The provisions that employers need to pay attention to
• The impact these changes have on employer-provided retirement plans and associated benefits

Speaker: Justin steil, cima, crps

Speaker Bio:

Justin Steil, CIMA®, CRPS® is part of the specialized UBS Retirement Plan Consulting Group focused on advising to corporate retirement plans. The team’s consultative approach focuses on improving employee retirement readiness and assisting plan sponsors with providing best in class retirement benefits.

He is FINRA registered and hold Series 7 and 66 securities licenses as well as life and health insurance licenses.  He earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses. He holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania.  The CIMA® certification is focused on investment manager analysis, portfolio theory, behavioral finance, portfolio construction, risk management and application of the investment consulting process. Justin enjoys golfing, sailing and watching English Premier League

Sorry, No Refunds