SECURE Act 2.0 – A Roadmap for Retirement Plan Sponsors

Presentation materials are now available online. 

Lawyers from our Tax Strategy & Employee Benefits group will cover the latest developments regarding the SECURE Act 2.0 and will provide an inside-the-beltway update on any looming implementation deadline relief. The presenters will also share insights and help plan-sponsors prepare for the 2024 plan year and beyond.

Topics to be covered will include:

• Before We Leave 2023 – Required minimum distributions (RMD) and Employee Plans Compliance Resolution System (EPCRS) changes 

• Heading Into 2024 – Qualified student loan payments, Roth catch up contributions, long-service part-time employee participation rules and penalty-free withdrawals

• Looking Ahead to 2025 – Revised long service, part-time employee participation rules and higher catch up limits for certain employees 

• Policy Update – Update on SECURE Act 2.0 legislation and potential relief 

This program is pending CLE in AZ, CA, NJ, NY and OH. If you require another jurisdiction, please contact our Legal Training Manager, Robin Hallagan.