The SECURE Act, enacted into law in 2019, changed the rules on contributions and distributions to your retirement plans. These changes include changes in eligibility, distribution penalty, and more. In 2022, SECURE Act 2.0 became law and contains a number of changes to the original law which has business and individuals alike wonder…how does this affect me?

John Kirk, Partner with Graydon, and Paul Carl, Vice President of Retirement Plan Consulting with HORAN, will educate attendees on some of the biggest takeaways from SECURE Act 2.0. They will also answer your questions and provide a better understanding of what is anticipated.

Learning Objectives:

• There are three bi-partisan bills focused on retirement legislation coming together in what’s popularly called SECURE Act 2.0

• Learn how the provisions in this legislation will impact you as the plan sponsor

• Learn how the provisions in this legislation will impact your plan participants

• Learn what the timing will be for the adoption / implementation of these provisions…(read more)

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Secure 2.0 is a revolutionary new retirement plan that could have a major impact on how you plan for your retirement.

Secure 2.0 is an innovative retirement plan that combines the best features of traditional retirement plans with modern technology. With Secure 2.0, you can manage your investments, track your progress, and make sure you’re on track to meet your retirement goals.

Secure 2.0 is designed to help you make the most of your retirement savings. It offers a variety of features to help you maximize your investments and ensure you’re on track to meet your retirement goals.

Secure 2.0 offers a variety of investment options, including stocks, bonds, mutual funds, and ETFs. You can also set up automatic contributions to your retirement plan, so you don’t have to worry about manually transferring money each month.

Secure 2.0 also provides you with a variety of tools to help you monitor your progress. You can track your investments, compare your performance to the market, and get personalized advice to help you make the best decisions for your retirement.

Secure 2.0 also offers a secure online platform, so you can access your retirement plan from anywhere. You can also set up alerts to remind you of important dates, such as when you need to make contributions or when you need to review your investments.

Secure 2.0 is a great way to ensure you’re on track to meet your retirement goals. With its innovative features and secure platform, Secure 2.0 could be the perfect retirement plan for you.