SECURE 2.0, Part 1: Tips for DC plans navigating contribution changes
Critical Point
English - May 23, 2023 18:00 - 23 minutes - 15.9 MB - ★★★★★ - 17 ratingsBusiness Technology milliman critical point insurance healthcare technology retirement property & casualty risk management insurtech financial services Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
When the SECURE 2.0 Act passed in late 2022, it introduced 92 provisions affecting retirement plans—and created a long to-do list for plan professionals. In this episode of Critical Point, Milliman employee benefits expert Nina Lantz talks with Brandy Cross, our director of defined contribution (DC) plan compliance, about how DC plans are coping.
Learn which provisions plan sponsors are addressing first, and why it’s OK to wait before making plan changes. Plus, don’t miss Nina’s companion episode on SECURE 2.0’s impact on defined benefit plans.
You can read the episode transcript on our website .