What Do I Need to Know Right Now About Secure Act 2.0?

Declare Your  Secure Act 2.0 Knowledge
with Our Three Part Series!

part one: what do i need to know right now
about Secure Act 2.0?

We’ve all heard about Secure Act 2.0, the legislation that aims to restructure retirement plans and change retirement contribution and withdrawal rules, but do you know all the fine details? In this three-part series on Secure Act 2.0, you'll gain essential insights, such as:

• How it affects your work and your school
• When each change takes effect
• How to prioritize the upcoming changes
• More!

Join us along with the experts at OneDigital and let them guide you through the maze of Secure Act 2.0. You’ll leave with some great takeaways as well as a robust Q&A from MISBO, PAISBOA, and CAL-ISBOA member schools.

Register Today for the rest of the series:

Part Two - August 21st at 2 pm ET
Part Three - September 28th at 2 pm ET

Speaker

With over 25 years of experience in the qualified retirement plan industry, Buzz has extensive experience in the oversight and operations of retirement plans and assisting plan fiduciaries with their fiduciary responsibilities. He has consistently used his knowledge and experience to deliver best practices and innovative tools to better serve his clients. Buzz has spent his entire professional career in planning, designing, implementation as well as sales and servicing of retirement plans for public and private corporations, healthcare organizations, and not-for-profit entities.
 
Buzz graduated from East Stroudsburg University with a bachelor’s degree (Bachelor of Mathematics), concentrating in Actuarial Science. Buzz worked with Carroll Consultants for over 20 years where he gained experience with defined contribution and defined benefit plan designs, plan administration, recordkeeping, investments, compliance, and regulatory requirements. Buzz enjoys proactively collaborating with clients to help design plans and procedures to meet client objectives for their qualified plans.