Secure Act 2.0 Webinar

This SECURE 2.0 legislation presentation will discuss key provisions of this retirement plan legislation and its impacts on businesses and individuals. We will explore why it’s a “BIG DEAL” and identify new burdens the industry will need to address to implement some of the key changes presented by the legislation.

At the end of this seminar participants will be able to:

  • Identify key provisions of this legislation that will impact their retirement plan.
  • Identify opportunities for enhancing benefits offered to employees.
  • Understand changes needed at payroll and recordkeeping partners to comply with this legislation.
  • Have clarity which provisions require immediate attention and those that will be implemented over the next few years.

This webinar is taking place May 24th, 2023 from 2:30 – 4: 00 p.m and is being presented by Shaun King, CPFA, Director or Retirement Plan Services.

To register for this webinar, please click here.

 

Pensionmark Financial Group, LLC (“Pensionmark”) is an investment advisor registered under the Investment Advisor Act of 1940. Pensionmark Financial Group, LLC/Pensionmark Securities, LLC and Hickok & Boardman Retirement Solutions are non-affiliated entities.