LegalCorporateFebruary 28, 2023|UpdatedApril 10, 2023

CE Webinar from ftwilliam.com: SECURE 2.0 in the Real World

CE Credit: 1 ASPPA & 1 NIPA

By now, everyone is familiar with the SECURE 2.0 changes.  This webinar will discuss the real world impacts including:

  • New plans are "free" - does it matter?
  • StarterK vs traditional 401(k) safe harbor;
  • Mandatory auto-enrollment impact on small 401(k) plans;
  • Impact of more sources including student loans, emergency savings and after-tax catchup;
  • Long term part time employees administration;
  • RMD tracking

Presenter

Sarah Simoneaux
Sarah Simoneaux
Founder and president of Simoneaux Consulting Services

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CE webinar from ftwilliam.com

SECURE 2.0 in the Real World

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