Archived Insight | March 21, 2023

SECURE 2.0: What Plan Sponsors Need to Know

The long-awaited SECURE 2.0 bill has become law, introducing an array of new compliance challenges and considerations for plan sponsors. The culmination of a multi-year, bicameral, bipartisan effort, SECURE 2.0 contains roughly 90 separate provisions, each with its own effective date.

On March 21, Segal experts discussed how this new legislation may encourage plan sponsors to add emergency savings programs to help participants juggle short and long-term financial needs.

SECURE 2.0 What Plan Sponsors Need to Know

In this webinar...

You’ll come away with an understanding of:

Retirement and financial security provisions of SECURE 2.0
Implications of SECURE 2.0 for the design of emergency savings programs
Future of the employee experience in emergency savings programs

Webinar Replay

Speakers

Jonathan Price, Senior Vice President, National Retirement Practice Leader
Julia Zuckerman, Vice President, Senior Compliance Consultant
Megan Yost, Senior Vice President, Communications Consultant
Bennett Hadley, Financial Wellness Solution Leader

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This page is for informational purposes only and does not constitute legal, tax or investment advice. You are encouraged to discuss the issues raised here with your legal, tax and other advisors before determining how the issues apply to your specific situations.