Catch-Up Provisions

Panelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.

View On Demand

Student Loan Matching and Educational Benefits

Panelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.

View On Demand

Special Considerations for 403(b) Plans

Hear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.

View On Demand

Panelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.

Moderator
Kristi K. Baker, Managing Partner, CSi Advisory Services, a division of HUB International

Panelists
Elizabeth Drake, Principal, Groom Law Group, Chartered
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting
Adelia Soremekun, Senior Director, Total Rewards, The Jackson Laboratory

Panelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.

Moderator
Derek Fiorenza, Co-Founder, Summit Group Retirement Planners

Panelists
Sean Kelly, Vice President, Financial Advisor, Heffernan Financial Services
Elizabeth Dold, Principal, Groom Law Group, Chartered
Brian Williamson, Director, Benefits & Retirement Programs, Avangrid

Hear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.

Moderator
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting

Panelist
Sam Moroni, Senior Wealth Strategy Associate, Retirement Plan Consulting, UBS Financial Services
David Levine, Principal and Employers & Sponsors Co-Chair, Groom Law Group, Chartered