SECURE 2.0 Highlights

SECURE 2.0: Highlights


In this webinar, leading experts Erica McFarquhar, Managing Vice President, Deputy General Counsel at MissionSquare Retirement, and Mike Hadley, Partner at Davis & Harman, LLP provide:

  • An overview of provisions available to help make your plan administration easier.
  • Insights into optional provisions available now.
  • Expected guidance.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on May 8, 2024.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.

Return to top