Feb 23, 2023
Updated: Jun 21, 2023
After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle Consulting Group, published an article for NBOA on SECURE 2.0 & Retirement Plans: What Independent Schools Need To Know Now.
The article outlines the new law, aimed to help Americans prepare for retirement, impacts schools’ 403(b)/401(k) retirement plans, and leaders need to prepare.
You can read the article here.
Sherrie Boutwell and Evan Giller at the 2023 NBOA Annual Meeting.