SECURE 2.0 – What Changed (and What You Can’t Afford to Miss)
SECURE 2.0 – What Changed (and What You Can’t Afford to Miss)
We will focus on key provisions of SECURE 2.0 impacting plan sponsors and how those provisions have
introduced additional operational complexity and fiduciary exposure.
Learning Objectives
- Review what legal changes were caused by SECURE 2.0
- Understand where some traps for the unwary may exist and common misunderstandings
- Be better prepared to review adherence to the plan language
Speaker Bio
Anne Greene
Saul Ewing LLP
Anne Greene advises clients on ERISA and employee benefits matters, including compliance with federal
and state regulations such as the Consolidated Omnibus Budget Reconciliation Act (COBRA), document
drafting, and corrections programs. She also represents clients in disputes with the IRS and U.S.
Department of Labor and in plan claims and appeals, and she provides due diligence and counseling in
corporate transactions.
Anne has extensive experience with matters involving employer-sponsored retirement plans, such as
fiduciary counseling defined benefit plan compliance and termination, and multiemployer plan
withdrawal liability issues.
She also has experience advising on health and welfare plans and cafeteria plans. In addition, Anne’s
compliance work with respect to health plans includes advising employers on their obligations under the
Affordable Care Act (ACA), as well as navigating related penalty assessments.
AGN International – Americas, LLC 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 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
Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)
Questions and comments can be directed to AGN Programs Manager Misean Reed.