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:
Featured Speaker: Thomas G. Robertson C(k)P®, Managing Director, Institutional Consulting Director, The Robertson Group, Graystone Consulting – Morgan Stanley
Nashville, TN / Speaking Engagements / May 31 – June 3, 2026
2026 PLANSPONSOR National ConferenceNew York, NY / In-person / May 13-14, 2026
Tax Symposium 2026Webinar / Speaking Engagements / May 12, 2026
NCEO Webinar - Creative ESOP M&A: Innovative Structures for Growth and OwnershipWebinar / Speaking Engagements / May 11, 2026
American Tax Policy Institute Webinar - Tax Law as Health Law: Fiscal Policy, Inequality, and Access to CWashington, DC / Speaking Engagements / May 5 – May 8, 2026
2026 ESOP Association National ConferenceWarsaw, Poland / Speaking Engagements / April 22 – 24, 2026
Annual IBA Employment and Diversity Law Conference 2026
