SECURE 2.0 contains significant changes for retirement plans, plan sponsors, and retirement plan providers. Review key provisions, identify what’s most relevant to your financial institution, and discover optimal timing of when your organization should be ready for change.
Learning Objectives:
Identify the key provisions of the act.
Understand which new retirement-related provisions are relevant to your institution.
Learn about the timing of these provisions.
ICBA Members: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0
For more information, call 800-422-7285.
Who should attend: Branch Managers, Assistant Branch Managers, Bankers, Universal Bankers, Operations Personnel, IRA Specialists, Human Resources Personnel
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
CPE Credit Hours: 1
Senior Attorney
Ascensus
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, The Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.