MC LMS - Secure Act 2.0: 2024 Update

Secure Act 2.0: 2024 Update

This session has been archived and is no longer available for purchase. Participants who have purchased archived sessions are still able to access the video and receive credit.

Session Summary: This session will offer trustees an updated look at the US Government's Secure Act 2.0. The presentation will discuss key provisions of the law, tools needed for implementation, and responsibilities for fiduciaries and plan sponsors. This session is from the 2024 Trustee School. Content may be dated.

Presenter:

Jonathan Breth, CFP

Senior Institutional Advisor

Mariner Institutional

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). Please note, due to the length of this session IACET CEUs (Continuing Education Units) will not be received.

Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

Quantity	Price per voucher
1+	$0.00

FAQ

In this session, participants will learn to:

Identify notable provisions plan sponsors and employers will need to keep in mind now that the bill has passed.
Explain key deadlines and the preparations that employers can make in anticipation.
Describe the roles service providers will play in supporting plan sponsors throughout the implementation process, and the impact adopted provisions may have on plan design.