In this session, Raffa Investment Advisers will help you leverage the Secure Act 2.0 to boost plan participation and provide additional opportunities for participants to save more. Plan sponsors will learn about the benefits of implementing auto-enrollment features, expansions in part-time employee eligibility, new ways to help participants save and earn matching contributions, additional exceptions to the 10% early withdrawal penalty, and the ability for 403(b)s to participate in multiple employer plans.

Joe Guest, CIMA®, Senior Portfolio Manager, Raffa Investment Advisers
Dennis Gogarty, CFP®, AIF®, President, Raffa Investment Advisers

Program Description Secure Act 2.0 – Most Popular Features to Update Your Retirement Plan
Important Notice Regarding CPE:
Learning Objectives

At the end of this session, participants will be able to identify benefits to boost plan participation and recognize additional opportunities for participants to save more.

Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
To receive CPE credit, attendees must respond to three out of the four polling questions asked during the program and be active in the webinar platform for a minimum of 50 minutes.
Recommended Field of Study Business Management & Organization
Prerequisites Baseline knowledge of employer retirement plans
Program Level Overview
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.