Enhancing and Elevating Retirement Plans: Key Updates and Inclusive Strategies

Watch the on-demand video for an engaging discussion where we explored the latest updates in retirement plan management.

Our speakers covered key aspects of the SECURE Act 2.0, effective use of plan forfeitures, strategies to boost employee engagement, and the importance of diversity, equity, and inclusion in plan management.

Don’t miss this opportunity to enhance your knowledge and elevate your retirement plan!

At the end of this video, you will be able to:

• Identify the components of the SECURE Act 2.0 that will take effect or need consideration in 2025.
• Identify when and how to appropriately use plan forfeitures to benefit your retirement plan.
• Recall strategies to enhance employee participation in your retirement plan without increasing employer costs.
• Describe the pros and cons of removing terminated employees’ balances from the retirement plan.
• Recall how to manage your retirement plan with a focus on diversity, equity, and inclusion considerations.

Who should watch

This session is designed for plan sponsors, business owners, HR professionals, finance professionals, and employee benefits managers.