Sep 18, 2023

Webinar: It's Time to Start Planning for 2024: Year-End Deadlines, Including Secure 2.0

Updated: Oct 2, 2023

Are you prepared for what lies ahead in 2024? Join Sherrie Boutwell and Evan Giller on September 28, 2023, from 10am - 10:30am PT, for an essential webinar that will guide you through the crucial year-end deadlines, with a special focus on the upcoming changes brought by Secure 2.0.

Here's a glimpse of what we'll cover:

1. Secure 2.0 Changes taking effect in 2024

2. Other Retirement Plan Year-End Deadlines

3. End-of-Year Requirements for Health and Welfare Plans