Chapter : Strategy

SECURE 2.0 Act-Retention and Recruitment Impact


Provisions of The Setting Every Community Up for Retirement Enhancement or SECURE Act 2.0 will become effective at different times over the next several years. It is important for plan sponsors to be aware of these changes so they can update their plans accordingly. Jeff Barnes from the Retirement & Investment Solutions team at CBIZ will review the key provisions of SECURE Act 2.0 by effective date to help you stay on top of your duties as a plan sponsor.

Jeff is a vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations.


Speakers

Mr. Jeff Barnes

Vice President and Retirement Plan Consultant
CBIZ Retirement & Investment Solutions

Credits

1.00 CPE
Basic

Method

group-live

Field

Personnel/Human Resources, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.