Navigating the Secure 2.0 Act for Enhanced Retirement Plans

Secure 2.0 isn’t just legislation; it’s an opportunity. Let’s create retirement plans that resonate with employees, ensuring their financial well-being long after the applause fades. This session is aimed at delving into the practical implications of the Secure 2.0 Act. Our objective is clear: to bolster employer retirement plans with precision and purpose, cutting through the noise to focus on actionable insights.

• Gain a comprehensive understanding of the key provisions of the Secure 2.0 Act and their implications for retirement planning.
• Explore practical strategies for enhancing retirement plans.
• Learn how to leverage education sessions, digital tools, and personalization to optimize retirement plan effectiveness and employee engagement.

Mark W. Sulpizio

Mark W. Sulpizio is a founding partner in the financial and employee benefit consulting firm of Innovative Benefit Planning, LLC, located in Moorestown, New Jersey. Mark also functions as the Practice Lead for the firm’s Qualified Plan Practice, Innovative Investment Fiduciaries, LLC, and is also a Director at Main Street Investment Advisors, LLC which is an independent Registered Investment Advisory firm with offices in South Jersey. Mark earned his Masters of Science in Taxation from Philadelphia University, and also holds Accredited Investment Fiduciary (AIF) designation. He attained his undergraduate degree from Penn State University.
Mark is a long-time member of both the Moorestown Breakfast Rotary Club and Vistage International. He’s volunteered for many years in youth sports organizations and currently
serves as President of the Moorestown Quakes Ice Hockey Club. Mark is also a member of the Board of Governors of the YMCA of Burlington and Camden Counties.