Todd Castleton
Of Counsel | Highly Experienced in Employee Benefits and Executive Compensation | DLA PiperSECURE Act 2.0: A Comprehensive Guide to Prepare for Potential Changes | On-Demand Webinar
Broadcast Date: Wednesday, July 19, 2023 from 10:00 am to 11:30 am (ET)
The enactment of the SECURE 2.0 Act of 2022 (SECURE 2.0) provides sweeping changes in employer-sponsored retirement savings plans and individual retirement accounts (IRAs). This landmark legislation promises to improve retirement outcomes through simplified plan administration and increased employees’ participation in plans and retirement savings.
These changes to the retirement savings rules will require wide ranging changes to the plan provisions and administrative procedures for all qualified retirement plans. Thus, large and small plan sponsors should closely monitor the developments surrounding this legislation and take immediate actions to begin addressing the forthcoming changes.
Listen as highly experienced employee benefits lawyer Todd Castleton (DLA Piper) provides a comprehensive analysis of the major reforms and implications of SECURE 2.0. Discover strategic opportunities and best strategies to adapt to the shifting landscape of Secure Act.
Key Topics:
- SECURE 2.0 Big Changes
- Benefits and Drawbacks of the Legislation
- Major Implications for Qualified Retirement Plans
- New Strategic Opportunities for Employers
- Timeline of Rolling Effective Dates
- Best Compliance Steps
- Expected Agency Guidance Topics
Agenda:
Todd Castleton, Of Counsel, DLA Piper
- SECURE 2.0 Big Changes
- Benefits and Drawbacks of the Legislation
- Major Implications for Qualified Retirement Plans
- New Strategic Opportunities for Employers
- Timeline of Rolling Effective Dates
- Best Compliance Steps
- Expected Agency Guidance Topics
Who Should Attend:
- Labor & Employment Lawyers
- Employee Benefits Lawyers
- Insurance Lawyers
- Benefits and Payroll Administrators
- Chief Human Resource Officers
- Chief Compliance Officers
- Compensation Managers
- Financial Advisors
- General Counsel
CLE Credit:
Course Level: Intermediate
Advance Preparation: Print and review course materials
Method of Presentation: On-Demand Webcast
Prerequisite: General knowledge of employee benefits laws
Course Code: 1410264
NY Category of CLE Credit: Areas of Professional Practice
Total Credits: 1.5 CLE