WEBCASTS

Secure 2.0: How provisions impact your small business clients

Join the industry professionals at Principal® and VettaFi as they unpack what Secure 2.0 means for retirement accounts and give you the resources you need to help engage your small business clients.

September 25, 2023

11am PT | 2pm ET

1 CE Credit

SUMMARY

The webinar will cover:

How Secure 2.0 Act increases opportunities for start-up plans through tax credits, auto-IRA mandates, and mid-year conversions.
What the new requirements are for Roth catch-up contributions and automatic enrollment features.
New options to streamline administration.

Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Lance Schoening

Director of Policy, Government Relations
Principal

Amy Keiser

Vice President, Retirement and Product Solutions
Principal

Stacey Morris, CFA

VettaFi Research
VettaFi

Disclaimer
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Important Disclosures

For financial professionals/institutional use only.

VettaFi is not an affiliate of any company of the Principal Financial Group®.

Insurance products and plan administrative services provided through Principal Life Insurance Company®, a member of the Principal Financial Group®, Des Moines, IA 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

3076088-082023