Webinars and Events | 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

Get the Slides

Don’t have time to watch a video right now? No worries. Here is a copy of the slides from this session.

Download Now

See more insights

Diverse business colleagues have a meeting

Reporting and Disclosure Guide for Benefit Plans 2025

Segal’s comprehensive Reporting and Disclosure Guide for Benefit Plans is the go-to guide for navigating compliance requirements.

Health, Compliance, Retirement, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Architecture Engineering & Construction, Corporate, Pharmaceutical

Read Full Insight

Happy Mature Couple Looking Outside The Window

Multiemployer Pension Plan News for Q4 2024

Multiemployer retirement plan sponsors: Get caught up on 5 hot topics in our recap of fourth quarter news impacting multiemployer pension plans.

Retirement, Investment, Multiemployer Plans

Read Full Insight

Business Team Discussing New Ideas At The Office

Most SECURE 2.0 Plan Design Options Fully Available for 2025

The Treasury and the IRS have issued guidance for recordkeepers to administer the plan design options SECURE 2.0 made available to DC plan sponsors.

Compliance, Retirement, Multiemployer Plans, Public Sector, Healthcare Industry, Higher Education, Corporate, Architecture Engineering & Construction

Read Full Insight

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.