How Secure Is Your Company Retirement Plan: Updates and New Rules To Follow

Join us for an informative webinar as we delve into the significant provisions of the SECURE 2.0 Act of 2022, recently passed by Congress. This comprehensive session will explore the new regulations included in the act, providing updates and insights on how they impact employer-sponsored retirement plans.

Our presenters, Joy Hodgson, Chief Operations Officer & Partner at CRI TPA Services and Daniel Rodriguez, Chief Executive Officer & Partner at CRI TPA Services, will guide you through a detailed analysis of these provisions, covering key aspects such as the Roth provisions, Automatic Enrollment/Escalation, Long-Term/Part-Time Employees, and the newly available tax credits for start-up retirement plans. Gain a comprehensive understanding of the SECURE 2.0 Act and its direct implications for your institution’s retirement plan.

This webinar has ended, but you can still view the recording.