SECURE 2.0 Act – Retirement Plan Changes

Deposits Square

SECURE 2.0 Act – Retirement Plan Changes

Mar 28, 2023 | 11:00 am ET • 10:00 am CT | WEBINAR

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.

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Pricing

ICBA Members: $199
Nonmembers: $299
Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Registration fee is valid only for the individual registered. Each attendee must register.
  • Full payment is required prior to real-time event attendance. Digital products will be made available when full payment is received.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase.

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

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Jonathan Yahn

Senior Attorney

Ascensus

Code of Conduct

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.

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