SECURE 2.0: What to Expect

In this session, TIAA will provide an overview of the SECURE 2.0 legislation and what plan sponsors can expect with the changes to the U.S. retirement system. The session will provide a comprehensive review of the legislative changes and what they mean for plan sponsors. TIAA representatives will discuss the status of the legislation, provide an overview of some of the key retirement provisions, and highlight what plan sponsors should be thinking about.

Learning Objectives:

• Offer a comprehensive overview of the proposed SECURE 2.0 legislation.
• Help plan sponsors understand potential changes to their retirement plans so they can begin to prepare.
• Offer relevant content for plan sponsors so they can understand how this bill could potentially affect their employees’ retirement.

Presenters:

Chris Spence, managing director, federal government relations, TIAA
Raoul Manchand, senior director, government relations, TIAA