About
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2025 PLANSPONSOR Roadmap Livestream Series:
SECURE 2.0
SECURE 2.0
Feeling overwhelmed by the changes and administrative efforts required by SECURE 2.0 regulations? Want insight into how your peers are managing? PLANSPONSOR can help!
Our Roadmap livestream series is designed to provide actionable insights, checklists and educational materials to assist plan sponsors and advisers in ensuring successful implementation of plan features.
Join us for the first Roadmap series of 2025 in February and March. Gain education and resources from experts about SECURE 2.0 provisions and optimal ways to implement them. Hear from plan sponsors about features they are adopting and implementation processes and challenges. Get suggestions for educating participants and promoting features to aid in employee recruitment and retention and improve retirement savings outcomes.
agenda
PLANSPONSOR Roadmap: SECURE 2.0 Livestream Series
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February 12
2:00 p.m. ETCatch-Up Provisions
Panelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.
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February 19
2:00 p.m. ETStudent Loan Matching and Educational Benefits
Panelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.
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March 5
2:00 p.m. ETSpecial Considerations for 403(b) Plans
Hear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.
SECURE 2.0: Catch-Up Provisions
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Wednesday,
February 12, 2025
2:00 P.MPanelists will discuss necessary considerations for working with recordkeepers and third-party administrators to implement the age 60 to 63 and high-earner Roth catch-up provisions, avoid mistakes and best educate participants. Plan sponsors will hear what some of their peers are doing.
Moderator
Kristi K. Baker, Managing Partner, CSi Advisory Services, a division of HUB InternationalPanelists
Elizabeth Drake, Principal, Groom Law Group, Chartered
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment Consulting
Adelia Soremekun, Senior Director, Total Rewards, The Jackson Laboratory
SECURE 2.0: Student Loan Matching and Educational Benefits
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Wednesday,
February 19, 2025
2:00 P.MPanelists will discuss guidance related to the SECURE 2.0 provision for matching student loan repayments made by participants and key considerations for implementing the feature. Attendees will hear about the potential effects of student loan matching and other educational benefits on employee recruitment and retention.
Moderator
Derek Fiorenza, Co-Founder, Summit Group Retirement PlannersPanelists
Sean Kelly, Vice President, Financial Advisor, Heffernan Financial Services
Elizabeth Dold, Principal, Groom Law Group, Chartered
Brian Williamson, Director, Benefits & Retirement Programs, Avangrid
SECURE 2.0: Special Considerations for 403(b) Plans
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Wednesday,
March 5, 2025
2:00 P.MHear what SECURE 2.0 provisions 403(b) plan sponsors are embracing and what unique challenges they encounter.
Moderator
Phil Sherman, Senior Retirement Plan Consultant, Deschutes Investment ConsultingPanelist
Sam Moroni, Senior Wealth Strategy Associate, Retirement Plan Consulting, UBS Financial Services
David Levine, Principal and Employers & Sponsors Co-Chair, Groom Law Group, Chartered
speakers
sponsors
Become a sponsor.
Join a select group of industry product and service providers who are maximizing their firm’s exposure in front of this highly influential group of plan sponsors and retirement plan advisers.
Sponsorship Information: Rob Reif | 212-217-6906 | Robert.Reif@ISSMediaSolutions.com
General Information: Carol Popkins | 203-461-0985 | Carol.Popkins@ISSMediaSolutions.com