SECURE 2.0: Updates, technical corrections, and what plan sponsors should do now

Join us for an update on SECURE 2.0 and a discussion of the important clarifications, technical corrections, and key provisions of the law and how they will impact retirement plans and plan sponsor decision-making now and in the years ahead.

Date: Thursday, October 5, 2023
Time: 1:00 PM - 1:30 PM ET

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This webinar will be recorded and the replay link and a copy of the presentation will be sent to everyone who registers for the session.


SECURE 2.0 was passed at the end of 2022 with the primary goal of allowing more Americans to effectively save for retirement. With the first anniversary of this legislation approaching, our panel will review the recent clarifications and technical corrections and highlight some of the implementation challenges.

Our speakers will discuss:

  • The delayed effective date for Roth catch-up contributions
  • Developments regarding the EPCRS program
  • Needed technical corrections
  • Implementation challenges and state of vendor readiness
  • What plan sponsors should be thinking about for 2023 year-end and 2024

About our speakers

Gary Walsh - cropped

Gary Walsh is a Director in Buck's Compliance Consulting practice and works with clients on a wide range of issues involving employee benefit plans and programs. He served as an in-house counsel for a large multinational corporation for more than 30 years, where he was responsible for Internal Revenue Code and ERISA matters, relating to the design, administration, and compliance of retirement, health and welfare, and executive compensation plans. 


Jack Wilson is a Director in Buck’s Wealth practice. He has more than 19 years of experience working with qualified and non-qualified plans, helping clients with non-discrimination testing, plan design, vendor search and recordkeeping fee benchmarking, plan audits, and conducting operations and administration reviews for defined contribution plans.

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