Frank J. Bitzer, Esq., FACEBC
National Director, ERISA Consulting Services
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Join our Retirement Policy Advisory Services practice for an informative session designed for HR professionals and retirement plan sponsors. This webinar aims to unravel the complexities of SECURE 2.0, while helping you optimize your retirement plan offerings. Key discussion points include:
- Adoption trends of optional provisions: Explore data on how employers are embracing optional features like Roth employer matching contributions, emergency savings withdrawals, and student loan matching.
- Impact of market volatility on emergency withdrawals: Understand how recent market fluctuations have influenced the utilization of emergency savings withdrawals and other flexible distribution options and discuss best practices for plan sponsors to support employees during financial uncertainties.
- Enhanced retirement income opportunities: Learn about the new "super" catch-up contributions available to individuals aged 60-63 starting in 2025, allowing for increased deferrals up to $11,250, and how this can bolster retirement readiness.
- Strategic implementation considerations: Gain insights into the administrative challenges and considerations for plan sponsors when adopting these optional provisions, including coordination among payroll providers, trustees, and plan recordkeepers.
Don’t miss this opportunity to gain practical insights and engage with industry leaders driving the future of retirement policy. Register now to secure your spot!
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