On January 10, 2023, Tom Robertson of Graystone Consulting and Brian Tiemann of McDermott Will & Emery LLP discussed key takeaways for Plan Sponsors as a result of the SECURE 2.0 legislation passed by the US Congress on December 23, 2022.

Discussion Highlights Included:

• RMD Age Increases
• New Catch-Up Contribution Tiers
• Student Loan Matching Capabilities
• Employee Emergency Savings Feature
• Changes to Hardship Withdrawal
• Auto-Portability Options