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Analyzing SECURE 2.0 - Major Changes Impacting Retirement

In-Person
Analyzing SECURE 2.0 - Major Changes Impacting Retirement Plan Sponsors, Recordkeepers, Individuals, and their Advisors
Wednesday, March 15, 2023 | 3:30 p.m. - 4:45 p.m.
Online registration is now closed. Please call Customer relations at 212 382 6663 to register or for assistance.

Program Fee:
Free for Members | $25 Non-Members

Description: 
SECURE 2.0, enacted in late December, is the most extensive retirement legislation in the past 15 years. Its 92 sections make hundreds of changes impacting all types of retirement plans, including 401(k)s and IRAs, and many provisions have already taken effect. Among the new opportunities and challenges are new auto-enrollment requirements and provisions encouraging new plan formation, emergency savings, expanded participation, annuitization of benefits, employer matching of student loan repayments, and portability, and also affecting RMDs, catch-up contributions, and plan administration. In this program, Mark Iwry, former Deputy Assistant Secretary and Senior Advisor to the U.S. Secretary of the Treasury for national retirement and health policy, will discuss the most significant mandatory and optional provisions that the employee benefits community will need to apply in 2023 and beyond and the major policy goals of this much-anticipated legislation

Moderator:
Carol Buckmann, Cohen & Buckmann P.C.

Speaker:
Mark Iwry, former Deputy Assistant Secretary and Senior Advisor to the U.S. Secretary of the Treasury 

Sponsoring Committee:
Employee Benefits & Executive Compensation, Gillian Emmett Moldowan, Chair
 


Where
New York City Bar Association 42 West 44th Street New York, NY 10036

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