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SECURE 2.0 Act: Summary of Key Changes Impact on Employer Sponsored Retirement Plans
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Registration Info
Registration is required before Friday, February 28, 2025 at 11:59 PM
Payment In Full In Advance Only
Registration cancellations will be accepted until Friday, February 28, 2025 at 11:59 PM
Cancellation Policy:
Refunds for monthly meetings will be processed provided that the cancellation is submitted prior to the cancellation deadline. Any request for cancellation after this deadline is non-refundable and no shows will be billed.
About this event
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Northern Virginia Family Service’s (NVFS) breadth, depth and scope of services offer the resources and support to ensure that everyone in need, at every stage of life, maximizes their potential and fully contributes to a thriving community. We provide the essential building blocks for financial, emotional and physical well-being, serving as leaders and innovators for the Northern Virginia community.
Justin Steil, UBS Financial Services Inc.
In the final days of 2022, the President signed into law the Consolidated Appropriations Act of 2023, which included a sweeping retirement reform package, SECURE 2.0. The law includes over 90 provisions of which many impact workplace benefit plans (401k, 403b, SIMPLE IRA, etc.) and address the U.S. retirement savings crisis. These provisions focus on getting more participants into the retirement system, finding ways for them to accumulate more assets and helping them achieve retirement readiness. Join us for a summary of key provisions including which changes are required and which are optional for companies to adopt. Several of the optional provisions have potential to strengthen a company’s retirement benefits package and become more competitive in attracting and retaining top talent.
Learning Objectives:
«Attendees will learn about the challenges many works face saving for retirement.
«Attendees will learn about the SECURE 2.0 provisions impacting company retirement plans.
«Attendees will learn how to evaluate which optional provisions may help strengthen their company’s retirement benefits package.
Justin Steil is FINRA registered and holds Series 7 and 66 securities licenses as well as life and health insurance licenses. He has earned the Chartered Retirement Plans Specialist® designation awarded by the College for Financial Planning to individuals who specialize in creating, implementing and maintaining retirement plans for businesses.
Justin also holds the Certified Investment Management Analyst® certification, administered by the Investments & Wealth Institute and taught in conjunction with The Wharton School, University of Pennsylvania. The CIMA® certification is focused investment management analysis, portfolio theory and behavioral finance, portfolio construction and risk management and application of the investment consulting process.
In his spare time, he enjoys golfing, sailing the Harbor 20s at the Sail Nauticus Center, and watching English Premier League soccer - Liverpool! Justin and his wife live in the Larchmont area of Norfolk with their Jack Russell Terrier, Oliver, that is a registered therapy dog.
PWSHRM is recognized by SHRM to offer
Professional Development Credits (PDCs)
for the SHRM-CP® or SHRM-SCP® recertification activities.
Pending Re-certification Credit
1 SHRM
1 HRCI
This program has been submitted for pre-approval for credit toward aPHR®, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification through HR Certification Institute® (HRCI®).
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