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Date & Time:
Tuesday, November 19th
11:30 AM – 1:00 PM
Location:
Elevate 24
4722 N 24th St
Phoenix, AZ 85016
Description:
The new Roth-only and “super” catch-up contribution requirements under SECURE 2.0 are introducing a wave of compliance, payroll, and communication challenges for employers, plan sponsors, and financial professionals.
Join us for a timely panel discussion featuring insights from a leading recordkeeper and plan sponsor as we unpack what’s changing, outline key year-end action items, and share practical strategies to help organizations implement these rules effectively—while avoiding costly missteps.
Key Takeaways for Attendees:
• A clear understanding of the new Roth and super catch-up provisions under SECURE 2.0
• Actionable steps for year-end compliance and plan updates
• Best practices for coordinating with payroll and HR teams
• Communication strategies to educate plan participants
• Insights from industry experts on navigating operational challenges
This session is designed to support HR teams, advisors, and plan administrators as they navigate the evolving retirement plan landscape and prepare for a successful transition