Description

Secure 2.0, Roth Catch-Up rules and the rise of Pooled Employer Plans (PEP's) are reshaping how organizations manage retirement plans. Gain clarity on what these changes mean for your organization and plan participants.

WHEN: Tuesday, October 28 | 3:00pm to 5:00pm
LOCATION: The Perry Hotel Naples - 12155 Tamiami Trail N., Naples FL 34110

FREE registration includes drinks & hors d'oeuvres: REGISTER HERE TODAY!

Join us at this exclusive roundtable for a straight-talk discussion that will help you make confident decisions for your organization and the people who rely on you.

Learn about the panel of speakers here.

Agenda:

• 2:45 PM - 3:00 PM  Registration
• 3:00 PM - 3:15 PM  Roundtable Discussion
• 3:15 PM - 4:00 PM  Keynote 
• 4:01 PM - 5:00 PM  Networking Hour

What to expect:

• Secure 2.0 in Practice: What recent changes mean for your plan.
• Roth Catch-Up Rules for High Earners and what recent updates mean for you. 
• The Rise of Private Equity: What’s worth paying attention to. 
• Pooled Employer Plans (PEPs): Are they the right fit for your organization? 
• Smarter Plan Design: How to build retirement plans that improve outcomes for your employees while meeting your fiduciary responsibilities. 

This isn’t about ideas on paper. It’s a real talk on the changes reshaping retirement and the strategies every leader needs to respond.