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Secure 2.0: Four Key Changes for Retirement Plans
September 12 @ 11:00 am - 11:30 am
Join SBAM’s Approved Partners, TransAmerica and Graystone Consulting – Farmington Hills, a business of Morgan Stanley, as well as special guest Sue Walton, Senior Retirement Strategist at Capital Group, as we discuss Secure 2.0: Four Key Changes for Retirement Plans.
Broadly speaking, this legislation should help more people save more money for the future. While much of the new law aims to encourage small businesses to launch retirement plans, these recent provisions could help established plans improve participant outcomes by increasing the number of covered employees, encouraging higher levels of savings, and minimizing leakage of plan assets.
Learn what we consider to be four particularly meaningful areas and potential next steps for plan sponsors.
Tuesday, September 12th
11 am – 11:30 am