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Retirement Plan Sponsor Webinar SECURE 2.0: Understanding the Impact

Retirement Plan Sponsor Webinar SECURE 2.0: Understanding the Impact

Overview


On January 10, 2023, Tom Robertson of Graystone Consulting and Brian Tiemann of McDermott Will & Emery LLP discussed key takeaways for Plan Sponsors as a result of the SECURE 2.0 legislation passed by the US Congress on December 23, 2022.

Discussion Highlights Included:

  • RMD Age Increases
  • New Catch-Up Contribution Tiers
  • Student Loan Matching Capabilities
  • Employee Emergency Savings Feature
  • Changes to Hardship Withdrawal
  • Auto-Portability Options

 

Featured Speakers


Featured Speaker: Thomas G. Robertson C(k)P®, Managing Director, Institutional Consulting Director, The Robertson Group, Graystone Consulting – Morgan Stanley

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