Adam Meehan will join Lincoln Financial’s Denise D’Antuono and NWPS’ Tom Rouse for an update on the SECURE Act and other timely retirement topics.
The SECURE Act was one of the most significant pieces of retirement legislation in more than a decade. Many of the provisions were effective either in 2020 (RMD age increase) or 2021 (expanded coverage for part time employees) and effect both new plans (larger tax credit for start-ups) and existing plans (tax credit for adding auto enrollment). 2021 will also likely see clarification of ESG investing and a possible SECURE Act 2.0. An understanding of these topics will help with both servicing existing plan clients and prospecting for new ones.
Come with your questions! As a token of our appreciation for attending, we will be sending each attendee a small gift. Click on the reservation link below to hold your spot and we’ll see you on Tuesday, March 2nd at 11 am. We look forward to seeing you!