Webinar: Secure ACT 2.0: Update on Retirement Plan Legislation for 2024

SECURE 2.0 is the single most transformative piece of Retirement Plan Legislation passed in 15 years. Brian Whinnery, President of Hays Financial Group will provide a comprehensive update on Secure 2.0 and the impact on 401K plans starting in January 2024. 


Key takeaways include:


  • The provisions impacting employers now
  • Which provisions take affect 1/1/24
  • How best to position your plan for full compliance moving forward
  • What these changes mean for attraction, recruitment, retention

Brian Whinnery

President

Hays Financial Group

Brian is the President of Hays Financial Group and is involved in all phases of the employee benefits organization. Brian's dedicated to formulating financial solutions that are goal-oriented and transformative for everyone involved.

His commitment to supporting clients stems from his experience in retirement plan design and investment management. His passion for financial equity and empowerment drives him to create diverse solutions and resources that address each individual's needs. 

Brian is a University of St Thomas alum and has been recognized as one of the "2017 Top Retirement Plan Advisers Under 40" by industry peers and the NAPA member committee. Additionally, he was recognized as one of the top 401 Retirement Advisors by the Financial Times in 2015. Brian and his wife live in Minneapolis with their three children.

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Webinar: Secure ACT 2.0: Update on Retirement Plan Legislation for 2024
11/16/2023 at 9:00 AM (EST)  |  Recorded On: 11/17/2023
11/16/2023 at 9:00 AM (EST)  |  Recorded On: 11/17/2023 SECURE 2.0 is the single most transformative piece of Retirement Plan Legislation passed in 15 years. Brian Whinnery, President of Hays Financial Group will provide a comprehensive update on Secure 2.0 and the impact on 401K plans starting in January 2024. Key takeaways include: -The provisions impacting employers now -Which provisions take affect 1/1/24 -How best to position your plan for full compliance moving forward -What these changes mean for attraction, recruitment, retention
Webinar: Secure ACT 2.0: Update on Retirement Plan Legislation for 2024
6 Questions
6 Questions A quick survey to evaluate the effectiveness of this NEHRA session (3-4 minutes max)
SHRM & HRCI Credits & Certificate
1.00 SHRM & HRCI credit  |  Certificate available
1.00 SHRM & HRCI credit  |  Certificate available