Session Summary: This session reviewed the most impactful provisions of the Secure 2.0 Act chronologically to ensure attendees left knowing what will be changing, and when it will be changing. Attendees left confidently informed on how to ensure retirement plans maintain compliance with these important legislative changes. (CPE is only granted for attending the live session.)
Presented By: Grace Gonzalez, Partner, and Jess LeDonne, Director, Policy and Legislative Affairs