Topics to include:
Audit Landscape: We will explore the current benefit plan landscape and the landscape of the Schneider Downs benefit plan practice.
Regulatory Update: The SECURE 2.0 Act of 2022 (“SECURE 2.0”) was signed into law by President Biden on Dec. 29, 2022, as part of a $1.7 trillion omnibus spending bill. This massive piece of legislation builds on the foundation that was laid by the SECURE Act of 2019 (“SECURE 1.0”) to further improve upon the success of the private employer-based retirement system by making it easier for businesses to offer retirement plans and for individuals to save for retirement. While many of the provisions from SECURE 2.0 do not take effect until 2024 and beyond, plenty of the 90+ provisions are effective retroactively or starting in 2023. In this program, Schneider Downs Retirement Solutions (SDRS) will unpack the major provisions from SECURE 2.0 and their impact on retirement plan sponsors and participants, including their respective effective dates as well as which provisions are mandatory versus those that are subject to employer adoption on a discretionary basis.
CPE Credit Available
HRCI and SHRM Credit Available
The webinar will also be available after the live session for viewing and credit.
