While some of the provisions included in SECURE 2.0 are discretionary rather than mandatory, the legislation provides an opportunity for plan sponsors to review their plan's design and remove obstacles that have inhibited savings - helping more Americans prepare for retirement.
Our speakers will discuss:
Automatic enrollment and escalation requirements
Changes to Required Minimum Distribution (RMD) rules
Matching contributions on student loan repayments
Catch-up contribution changes
Modifications aimed at simplifying plan administration
On-demand webinars in the SECURE 2.0 series
Turn your defined contribution plan into a more effective retirement vehicle.
(Recorded February 22, 2023)
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About our speakers
Laurie DuChateau is a Principal and leads Buck’s Compliance Consulting practice with responsibility for cross-practice compliance consulting, publications, research, and training. As an attorney with more than 25 years of experience in employee benefits law, Laurie has consulted with clients on a broad spectrum of retirement, health, and welfare plan compliance issues.
Keita Ishigami is a Director in Buck’s Compliance Consulting practice. With more than 25 years of experience, he helps clients address compliance issues pertaining to all types of DC plans. His experience includes plan design and administration, fee benchmarking, data remediation, benefit calculations, and vendor selection.
Sandy Pappa is a Principal in Buck’s Wealth practice and specializes in defined contribution plans, helping clients align their retirement program with their overall workforce and business strategy. Her experience includes plan re-design and the implementation of new 401 (k) programs. Recently, she has focused on retirement readiness studies, measuring employee savings behavior in DC plans and evaluating overall plan effectiveness.
Patrick Trunzo is a director in Buck’s Compliance Consulting practice. With 25 years of employee benefits consulting and law experience, Pat helps plan sponsors and administrators meet the requirements of the many laws impacting the design and operation of their retirement and health and welfare plans.