SECURE 2.0: Leveraging Opportunities Employees Want Most

Williams Mullen's Benefits Companion

English - January 31, 2024 17:09 - 9 minutes - 13.1 MB - ★★★★★ - 1 rating
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Previous Episode: Understanding Fees in Retirement Planning

Next Episode: What the J&J Case Means for Plan Administrators

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who shares her insight on leveraging some of the more popular and beneficial offerings from SECURE 2.0 Act including student loan repayments, emergency savings accounts and others.