SECURE 2.0 WEBINAR – What do you need to know?

We are pleased to present a webinar presented by David I Gensler and Frank Grande discussing SECURE 2.0.

The hour long webinar discuss the key provisions of SECURE 2.0 and its impact to retirement plans. We delve into the opportunities for plan enhancements, as well as administrative pitfalls to be aware of. Finally, we come full circle and take a look at how Concierge Retirement Services (CRS) can assist our clients to take full advantage of the act and avoiding these administrative pitfalls.

Scroll down and play the webinar video.