SECURE 2.0: Game-changing strategies and compliance for employer-sponsored retirement plans

WEBINAR

Held live on Thursday, August 22, 2024

Understand compliance requirements and take action to strengthen your benefits package with the latest retirement legislation, SECURE 2.0.

With the flood of legislative changes that have been occurring, you may have overlooked the changes to Employer-Sponsored Retirement Plans. The SECURE 2.0 Act is here, bringing significant changes to workplace retirement plans, both for employees and employers. Abdo, in partnership with OneDigital, will equip you as an employer to navigate new regulations, ensure your internal processes are setup to comply, and leverage new retirement plan design options to enhance your overall employee benefits strategy.

Here’s what you’ll gain:

• In-depth analysis of employee-focused provisions: Understand the impact of SECURE 2.0 on automatic enrollment, student loan repayment options as contributions, emergency savings accounts, and more.
• Actionable strategies for implementation: Get clear guidance on what you need to do to integrate the new regulations into your existing retirement plan and effectively communicate them to your employees.
• Boosting employee engagement: Discover how SECURE 2.0 provisions can help you attract and retain top talent by offering a more comprehensive and competitive retirement savings program that is customized to your employees’ needs.
• Q&A session: Our speakers will address your specific questions and concerns about SECURE 2.0 compliance and its impact on your employees, your HR and payroll workflows, and your organization overall.

Stay ahead of the curve and understand your options and obligations to ensure a smooth transition for your retirement plan.

Watch the Recording          Download the Slide Deck

Meet the Presenters

Leah Davis, CPA

Partner   |   Abdo

Whether it’s developing a motivating employee performance evaluation program, implementing an integrated HR/payroll system, or designing strategies to improve engagement, Leah and her team seek what’s best for both the organization and its people.

Phil Troyer

Senior Counsel   |   OneDigital Investment Advisors

Phil joined OneDigital Investment Advisors as its Chief Compliance Officer in 2013 and, since that time, the firm has grown from under $2B in AUM to over $100B. He earned a B.S. in Political Science from DePauw University and a J.D. from Indiana University, as well holding FINRA Series 7, 24, and 63 licenses.