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The SECURE 2.0 Act introduced significant changes to employer-sponsored retirement plans, creating new opportunities to strengthen employee financial well-being while enhancing retirement plan offerings. In this webinar, Mark Sulpizio, Founding Partner of Innovative Benefit Planning, will break down the most impactful provisions employers need to understand, explain what changes are required versus optional, and discuss practical strategies for maximizing the value of your retirement plan. Whether you’re still evaluating your approach or looking to optimize your current plan, this session will provide actionable insights to help you confidently navigate SECURE 2.0.
Understanding the Changes – Learn the key provisions of SECURE 2.0 and how they impact employers and employees. Opportunities Beyond Compliance – Discover how to leverage new plan features to enhance recruitment, retention, and employee financial wellness. Building Your Action Plan – Identify practical next steps for evaluating your retirement plan and preparing for future requirements.
- Understanding the Changes
- Learn the key provisions of SECURE 2.0 and how they impact employers and employees. Opportunities Beyond Compliance
- Discover how to leverage new plan features to enhance recruitment, retention, and employee financial wellness. Building Your Action Plan
- Identify practical next steps for evaluating your retirement plan and preparing for future requirements.
December 18th, 11:00 am to 12:00 pm – Registration
Zoom Webinar: Click Here to Register