SECURE 2.0 Webinar

SECURE 2.0 Update: What’s Next?

Recorded Feb 22, 2024

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

• A refresher on SECURE 2.0 and currently effective provisions
• Recent IRS guidance

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 Feb. 22, 2024.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.