SECURE 2.0: Preparing for 2024

Summary

In this webinar, leading experts Erica McFarquhar, Managing Vice President, Deputy General Counsel at MissionSquare, and Mike Hadley, Partner at Davis & Harman, LLP provide:

• A refresher on past SECURE 2.0 provisions, including the delayed Roth mandate.
• IRS implementation guidance.
• Upcoming key provisions.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on Nov. 14, 2023.