403(b) Plans and the SECURE 2.0 Opportunity

The SECURE 2.0 Act of 2022 enacted very specific changes for 403(b) retirement plans, opening the door to expanded retirement savings options and increasing similarities to 401(k) plans.

We answer questions, including:

What enhancements are available to 403(b) plans via SECURE 2.0 and how can you prepare?
What is required vs. optional and when are they effective?
What is needed for CITs to be available in 403(b) plans?
What is a Pooled Employer Plan (PEP) and how can they potentially benefit my organization and our employees?

Speakers:

Curt Young
Partner
Aon Wealth Solutions

Cynthia Zaleta
Associate Partner
Aon Investments

Dan Pawlisch
Partner
Aon Wealth Solutions

Dave Staffiera
Associate Partner
Aon Wealth Solutions

Elizabeth Groenewegen
Associate Partner
Aon Wealth Solutions

A PDF of the presentation is available for download below