Sunday, January 22, 2023
HomeWealth ManagementSECURE Act 2.0: New Plan Incentives

SECURE Act 2.0: New Plan Incentives

As 2022 got here to a detailed, over 90 particular person provisions handed as a part of the Setting Each Group Up for Retirement Enhancement (SECURE) 2.0 Act. This presentation will take a deep dive into related incentives and alternatives with new plan creation.  Don’t miss this presentation that may assist advisors perceive this monumental laws supposed to extend the supply of, and participation in, retirement financial savings plans.

Particularly, advisory professionals will study:

  • Particulars of the important thing adjustments related to “Starter 401(okay)s” for small enterprise homeowners
  • How and why outlined contribution plans are actually primed for a surge because of elements that incent, automate and take away obstacles to plan participation
  • Key alternatives for advisors to leverage SECURE 2.0 to win new plans, and wealth, enterprise

Wealth and retirement plan advisors received’t wish to miss this session that may put together them for the wave of recent plan creation that can be pushed by SECURE Act 2.0.

Accredited for Fi360 CE Credit score. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



John Faustino, AIFA®, PPC®

Head of Fiduciary Coaching & Know-how



Todd Hedges

Director, Retirement Plans Gross sales

Paychex Retirement Companies


David H. Lenok – Host

Senior Wealth Planning Editor




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