Meeting/Event Information
SA-SHRM April Meeting - SECURE Act 2.0 - Provisions Impacting 401(k) and 403(b) Plans
Chuck Rolph, Technical Director at Nationwide, along with Bill Cronin, Managing Director at Integrity Wealth Management, will provide an overview of the sweeping legislation impacting Qualified Retirement Plans issued in December of 2022. This legislation will impact existing retirement plan offerings for companies and encourage the adoption of new plans for companies not yet offering a retirement benefit. All employers with or considering a retirement plan benefit will need to consider how this legislation impacts their company. Chuck and Bill will:
- Provide an understanding of the Secure Act 2.0
- Identify the impact it will have on our current retirements plans.
- Inform us on the compliance dates and changes to come.
This is one you don't want to miss!
Our Speakers:
William (Bill) Cronin is a Retirement Plan focused Fiduciary Advisor based in Wisconsin. His firm Integrity Wealth Management provides Consulting, Advisory, and Third-Party Administration services to their business clients.
Chuck Rolph, JD, MSFS, CFP®, AIFA®, works with retirement plan financial professionals to help them close significant new cases and to resolve problems with existing plans. In working with financial professionals on their clients’ retirement plans, Chuck blends planning, investment, and fiduciary elements to create a unique solution for each situation.
Tickets
$22.00 Member Ticket
$32.00 Guest Ticket
$17.00 Student Ticket
$0.00 Member Ticket Prepaid Programs
