April 2023

The SECURE 2.0 Act legislation includes 92 new provisions. With that in mind, what should you do now, and next, to stay in compliance and maximize the attractiveness of your retirement plan benefits?

Join Gallagher's senior compliance counsel as they sort through the provisions in the legislation and explain the new rules and regulations, so you have a better understanding of the impact on your benefit offerings. We also provide an update on notice and disclosure changes that will impact your plans in 2023 and beyond.

Webinar length: 1 hour



This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Securities may be offered through Triad Advisors, LLC ("Triad"), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. GFA/Triad CD (5612830)(exp042025)