As you may know, the legislation package known as SECURE 2.0 was signed into action by President Biden, at the end of 2022. There are changes that will affect how participants manage their retirement plan. There is a lot of information to go over, so we will be breaking it down for you all. We will be taking a look at some topics here on the blog and some will be the focus of our Webinar series for the year. We will be choosing a few topics to discuss via a Webinar Series hosted by Mark Heisler, CEO of ADMIN Partners and Greg Verna, our National Sales and Client Engagement Manager each quarter this year. This will be a great opportunity for financial advisors and planners to get an insight on the impact Secure 2.0 will have on our industry. We will also be creating content for plan sponsors, or prospective plan sponsors on changes coming to different retirement plans and how ADMIN can assist.
If you have any suggestions of topics, reach out to us via email at [email protected] or on our social media platforms, @adminpartners. Follow us for updates, and keep an eye out for 2023 Webinar announcements!