Warner’s Employee Benefits Practice Group is pleased to present a webinar series on significant new retirement plan legislation, the SECURE Act 2.0. While we expect implementing the new law to take several years, some portions are effective immediately. Join us for a complimentary, two-part webinar series about the employer retirement plan provisions of SECURE Act 2.0 on March 28 and April 12.
Information for each webinar is included below. For eAlerts on this topic, click here.
Part 1: Changes to Retirement Plan Eligibility and Contributions
March 28, 2023
12:00 noon – 1:00 p.m. ET
In Part 1, Warner Partners Heidi Lyon and Jennifer Watkins will review sections of the SECURE Act 2.0 affecting eligibility and money going into plans – such as part-time employee coverage, automatic enrollment, changes to age 50 catch-up contributions, Roth options, and opportunities to help employees with student debt and emergency savings. You won’t want to miss it!
Part 2: Distribution Rule Revisions
April 12, 2023
12:00 noon – 1:00 p.m. ET
In Part 2, Warner Partners Heidi Lyon and Jennifer Watkins will discuss the new SECURE ACT 2.0 provisions impacting money being distributed from plans – including changes to the required minimum distribution rules and new distribution options available. They will also cover other sections of the Act that touch on new notice requirements, pension de-risking, and amendment deadlines. We look forward to seeing you then!
