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SECURE Act 2.0: A Comprehensive Guide to Prepare for Potential Changes


Level: Intermediate
Runtime: 85 minutes
Recorded Date: July 19, 2023
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Agenda

  • 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

For NY - Difficulty Level: Both newly admitted and experienced attorneys

Description

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.

Provided By

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Panelists

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Todd Castelton

Of Counsel
DLA Piper

Todd Castleton is Of Counsel in the Employee Benefits and Executive Compensation group at DLA Piper, LLC (US). Todd’s practice focuses on the design, administration, and legal compliance of tax-qualified retirement plans and nonqualified deferred compensation arrangements. Todd partners with clients to find legal solutions to meet business objectives and to manage fiduciary obligations to reduce risk. He regularly advises on benefits issues in mergers and acquisition and benefits litigation strategy. He has experience with all types of retirement plans, including individually designed plans, pre-approved prototype plans, multiple employer plans, collective bargained multiemployer plans, PEO sponsored plans, and pooled employer plans.

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