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SECURE Act 2.0 is Here: What Plan Sponsors MUST Do, What They MAY Do, and WHEN They Need to Do It

Description

Join CSi Advisory Services for a discussion with top ERISA attorney and former federal regulator Brad Campbell, who will update us on SECURE Act 2.0 and how the new legislation impacts plan sponsors. SECURE Act 2.0, included in the Consolidated Appropriations Act, 2023, became law on December 29, 2022. It includes more than 90 provisions that will affect almost all private sector retirement arrangements—effective dates vary, ranging from immediately effective to 10 years from now. In this webinar, we will focus on the provisions that are likely to matter most to plan sponsors over the next three years.

Time

Feb 23, 2023 10:00 AM in Eastern Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Kelli Davis.

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Message preview	Hi there, You are invited to a Zoom webinar. When: Feb 23, 2023 10:00 AM Eastern Time (US and Canada) Topic: SECURE Act 2.0 is Here: What Plan Sponsors MUST Do, What They MAY Do, and WHEN They Need to Do It Register in advance for this webinar: https://hubinternational.zoom.us/webinar/register/WN_Fy77_lV0QsKwX0AGx1LuTg After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Brad Campbell (Partner @Faegre Drinker Biddle & Reath LLP) Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, insight that he applies to client engagements. Brad advises financial service providers and plan sponsors, particularly in relation to ERISA Title I issues. A prominent voice in the debates over fiduciary and best-interest regulations, Brad has testified before various congressional committees more than a dozen times. He provides clients with analysis, commentary, and strategic and legal advice on significant updates and assists them in offering comments on proposed regulations. Kelli Davis (VP of Retirement Plan Consulting @CSi Advisory Services) Kelli Davis is the Vice President of Retirement Plan Consulting at CSi Advisory Services, a division of HUB International. Since 2004, Kelli has been dedicated to helping individuals reach their retirement goals. She believes that qualified retirement plans have become an essential part of people’s financial lives. That is why Kelli dedicates much of her time to helping employers offer quality retirement plans, so their employees can save for a comfortable retirement. Kelli holds a B.A. in Economics from DePauw University. She has earned her Accredited Investment Fiduciary (AIF®) designation and Certified 401(k) Professional, (C(k)P®) designation. Kelli has been recognized for her expertise by a number of industry groups. Most recently, she was named a 2022 Top Retirement Plan Adviser by PLANADVISER Magazine, recognized within the categories of Top Retirement Plan Assets Under Advisement, Top 403(b) Plans and Women Advisers.

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