AAR2304. Secure 2.0

This session will provide the most current update on where we stand with the provisions of Secure 2.0. We will discuss the key plan provisions and how that might impact the plan sponsor's administration efforts and the plan audit.

Learning Objectives:

• Identify which provisions of SECURE 2.0 will have the greatest impact on individual plans and plan sponsors.
• Analyze insight into navigating potential enhancements to plan design, participant education, and fiduciary responsibilities to align with the latest legislative changes.
• Identify the most pressing compliance issues for plan sponsors introduced by SECURE 2.0, including various audit considerations.