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SECURE 2.0 has been signed into law. The number of rule changes for retirement plans are daunting. Get the early story on the most significant revisions to the compliance rules under the new legislation. Key topics addressed will include:
• Automatic enrollment mandate for new plans • Matching contributions on student loan repayments • Changes for correcting retirement plan errors • New developments for emergency savings • New requirements for participant communications The presentation will also cover final DOL regulations relating to ESG investing in retirement plans. Key Learning Objectives: • Overview of statutory developments for retirement plans • Advice for ERISA fiduciaries based on DOL regulations • Tips for compliance with new retirement plan rules Speaker
Steven E. Grieb, CEBS
Senior Compliance Counsel Arthur J. Gallagher & Co. Steve earned his law degree from the University of Iowa with highest distinction. He has also earned his Certified Employee Benefits Specialist (CEBS) designation. Steve earned his law degree from the University of Iowa with highest distinction. He has also earned his Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans (IFEBP) and the Wharton School of Business at the University of Pennsylvania. Steven is a member of the International Society of Certified Employee Benefits Specialists (ISCEBS). He serves on the Corporate Board of the IFEBP, and is a former president of the ISCEBS governing council. He won the 2014 First Chair Award for Top Corporate Counsel. He was the lead author of the 401(k) Answer Book until 2020, and a regular speaker on a number of retirement plan subjects. |
Date: January 25, 2023 Schedule: 11:30 am -12:00 pm: Registration (Lunch will be served to those in-person) 12 pm - 1:15 pm: Presentation and Q&A Location: Medical College of Wisconsin Research Park Center Conference Room 2 (Located on the first floor, to the left.) 10000 Innovation Drive Wauwatosa, WI Or Via Zoom Cost: Free - ISCEBS Chapter Members $10 - Non-ISCEBS Members RSVP by January 19th Click here to register. Non-members will then be led to the payment page. Members can disregard the payment page. Refund Policy: Please contact the chapter no later than one day before the event to receive a refund. Questions: Please email milwiscebs@gmail.com.
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