The SECURE Act of 2019 and the Secure Act 2.0 of 2022 made significant and widespread changes to both workplace retirement plans and IRAs, along with how they operate. Although many of these new provisions are already in effect, the IRS has weighed in, issuing much needed guidance regarding their operation.

Furthermore, as we are closing in on the new year, there are several new provisions that are to become effective in January 2025. These changes including 401(k) mandatory automatic enrollment, increased catch-up limit for plan participants in their early 60s, and more.

Join Brian Dobbis, Retirement Solutions Lead, as he discusses key topics. Additionally, Bri Hughes, Associate Product Specialist, will provide potential investment opportunities for the future.

Key topics include:

  • Final Required Minimum Distribution Regulations
  • Application of the 10-year rule
  • Naming a trust beneficiary
  • New distribution options
  • 529-to-Roth IRA rollover
  • Qualified student loan payments
  • Your questions

*1 CFP CE Credit Available for live attendees