Secure 2.0: What Plan Sponsors Need to Know and do About This Huge New Retirement Legislation

Major changes to retirement savings plans are coming due to the Secure 2.0 legislation that was signed into law December 23, 2022. Retirement Plan sponsors will need to act on some of the provisions included in this legislation so we are hosting a seminar to explain:

- A summary of the many changes that were made (over 90 new provisions)
- Which provisions are optional?
- How this new legislation is going to impact your organization
- The decisions you'll need to make for your company retirement plan
- Effective dates & implementation timeline
- Recap of the next steps you should take to incorporate these changes

Event Type: Seminar
Date: January 26
Time: 3 - 4:30pm CT
Location: The Connor & Gallagher OneSource Training Room
750 Warrenville Rd. Suite 400 Lisle, IL 60532





Approved for 1.5 HRCI & SHRM Credits

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Connor & Gallagher OneSource is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.


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Secure 2.0 What Plan Sponsors Need to Know-1



Joshua M. Kopec, AIF®, CPFA
Retirement Plan Practice Leader
Connor & Gallagher OneSource (CGO)


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