As we enter the new year, there are several developments in the retirement landscape that plan sponsors should be aware of when planning for the year ahead. In this session, we discuss significant trends and legislation, most notably the recently passed SECURE Act 2.0, to help retirement plan sponsors ensure compliance with the law and optimize their plan for their business and participants.
Justin Bonestroo, MSPA, EA, CPC, CPFA
Senior Vice President
Retirement & Investment Solutions
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