4.1 C
New York
Thursday, February 22, 2024

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 can assist advisors perceive this monumental laws meant to extend the supply of, and participation in, retirement financial savings plans.

Particularly, advisory professionals will be taught:

  • Particulars of the important thing adjustments related to “Starter 401(ok)s” for small enterprise homeowners
  • How and why outlined contribution plans at the moment are primed for a surge attributable to components 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 need to miss this session that can put together them for the wave of recent plan creation that might be pushed by SECURE Act 2.0.

Permitted 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 & Expertise




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