The SECURE Act, enacted into law in 2019, changed the rules on contributions and distributions to your retirement plans. These changes include changes in eligibility, distribution penalty, and more. In 2022, SECURE Act 2.0 became law and contains a number of changes to the original law which has business and individuals alike wonder…how does this affect me?

John Kirk, Partner with Graydon, and Paul Carl, Vice President of Retirement Plan Consulting with HORAN, will educate attendees on some of the biggest takeaways from SECURE Act 2.0. They will also answer your questions and provide a better understanding of what is anticipated.

Learning Objectives:

• There are three bi-partisan bills focused on retirement legislation coming together in what’s popularly called SECURE Act 2.0

• Learn how the provisions in this legislation will impact you as the plan sponsor

• Learn how the provisions in this legislation will impact your plan participants

• Learn what the timing will be for the adoption / implementation of these provisions