Secure 2.0 - Stay Compliant and Optimize Your 401(k) Plan

In December 2022, Congress passed the Consolidated Appropriations Act, which includes more than 80 retirement-specific provisions referred to as SECURE 2.0. Littler’s René Toadvine and Tom Simonson from Creative Planning Retirement Services guide you through the opportunities and challenges created by the new legislation. This session will tackle key questions, including:

• Which provisions need my immediate attention?
• What optional provisions might be right for my company and employees?
• When should I engage my recordkeeper/administrator/payroll provider?
• How can I use the new opportunities in my financial wellness strategy?

Registration & Breakfast: 8:00 - 8:30 a.m.

Program: 8:30 - 11:00 a.m.

COVID-19 Notice: Littler is actively monitoring the spread of COVID-19 and updates from the CDC and state and local health officials. If necessary, we will adjust our plans for this event to reflect the current situation and notify you as soon as possible.