Exploring the Future of Retirement with our National Retirement Practice Leader Matthew Eickman
In a rapidly evolving financial landscape, where the future is both promising and unpredictable, it is imperative for you to stay ahead of the curve. Join our upcoming webinar designed to help your organization and fiduciaries to understand your plan design options, fiduciary responsibilities, and participant services options. The content is meticulously crafted to empower and enlighten, enabling you to navigate the complex world of retirement planning with confidence. This immersive experience promises to unravel the intricacies of fiduciary responsibilities, foster a deeper understanding of plan optimization strategies, and provide invaluable insights into what lies ahead.
The webinar qualifies for 1 hour of SHRM continuing education credit.
We look forward to you being a part of a practical and educational experience that will help you, your organization, and your people!
This exclusive webinar is an unmissable opportunity for those seeking to redefine the future of retirement planning as well as receive CE credit! We encourage you to join Michael Del Re III, ChFC®, REBC®, AIF®, Northeast Managing Partner with Financial Network Limited, a Prime Capital Investment Advisor’s Company, and Qualified Plan Advisors’ National Retirement Practice Leader, Matthew Eickman, J.D., AIF® to gain fresh perspectives on SECURE 2.0, Benchmarking Your Retirement Plan, and Financial Wellness.
Tue, Aug 15, 2023
1:00 PM-2:00 PM EST
SECURE 2.0: A Roadmap to Get Ready for 2024
With the SECURE 2.0 Act of 2022, Congress has implemented the most significant retirement plan laws in more than 15 years. Through a collection of more than 80 new provisions, SECURE 2.0 changes what employers must do, can do, and (perhaps) should do. During this session you will embark on an exploration of:
- what changes you must be ready to implement when 2024 begins
- the buzz around matching student loan debt payments,
- how emergency savings account will work, and
- your conversation roadmap for reimagining how your plan can excel