Retirement Plan Academy: What’s Next for Your Retirement Plan after SECURE Act 2.0?

Co-sponsored by BlackRock

SECURE Act 2.0 is the most substantial retirement plan legislation in the last 15 years. It includes 92 provisions that will impact retirement plans over the next decade. Join us as we discuss multiple provisions in this legislation, including:

• Higher catch-up limits
• Increasing Required Minimum Distribution (RMD) age
• Expansion of Roth provisions
• New tax credits
• And more!

Registration and light refreshments: 7:30-8 a.m.

Program: 8-9 a.m.

Featured Speakers

Special Guest: Lauren Wagner, Vice President, Retirement Director, Fidelity Investments

Adam Davies and Zach Hurst, The Trust Company of Tennessee

About Retirement Plan Academy

Employers must appropriately manage retirement plans on behalf of employees but may not have in-house expertise. The Trust Company of Tennessee’s Retirement Plan Academy can help.

Build your knowledge of retirement plan topics through concise workshops that offer advice and best practices to plan sponsors at no cost. Retirement Plan Academy is available for all retirement plan sponsors, whether clients of The Trust Company of Tennessee or not.

View previous session topics and recordings here.