The SECURE 2.0 Act added many new optional benefits and features to the retirement plan landscape. New options allow plans to offer emergency savings accounts, increased contributions, more in-service distribution options, and more. This session will review the plan design, and the associated operational pros and cons, with the new SECURE 2.0 options. This session will include discussion of student loan matching contributions, PLESA savings accounts, new in-service distribution options, Roth employer contributions, increased catch-up contribution limits, and more.

About the Speaker
David Schultz, J.D. is an attorney, educator, and product manager with FIS in Atlanta, Georgia. His more than 25 years of experience in the industry includes service as an ERISA attorney, the manager of a TPA and recordkeeping firm, an investment advisor focused on qualified plans, and a fiduciary consultant. David is a member of the Government Relations Committee of the SPARK Institute and former Chair of the Government Affairs Committee and Administrative Relations Subcommittee of the American Society for Pension Professionals and Actuaries’ (ASPPA) Government Affairs Committee. David earned a BS with a major in Finance from the University of Florida, his Juris Doctor from Georgia State University, and is a member of the State Bar of Georgia.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.

Recordings are available one week after the live webcast takes place.

To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.