SECURE 2.0 arrived on December 29, 2022, delivering sweeping changes to retirement plans. Given the broad scope of SECURE 2.0, virtually every retirement plan will need to be reviewed for necessary changes. This course provides an overview of SECURE 2.0, with a special focus on mandatory changes and new plan design options for employers.
Key topics to be discussed:
SECURE 2.0 – what’s covered
Required changes to retirement plans
New plan design options: student loan match, withdrawals, and savings programs
Date: February 3, 2023
Jennifer Rigterink | Proskauer
Jennifer Rigterink is senior counsel in the Labor Department and a member of the Employee Benefits & Executive Compensation Group.
Jennifer focuses on a diverse array of tax and ERISA issues impacting employee benefits.
Her wide-ranging practice encompasses qualified retirement plans and non-qualified arrangements, health and welfare benefits, and fringe benefit programs. She counsels single-employer and multiemployer clients on matters pertaining to plan administration, design and qualification, as well as regulatory, legislative and legal compliance.
In recent years, Jennifer has advised employers and plan sponsors with fiduciary and governance matters applicable to defined benefit plans and pension de-risking activities, including lump sum window programs, annuity purchases, and pension plan terminations.
Jennifer frequently counsels clients on health and welfare arrangements, with a particular focus on all matters relating to family building and reproductive health care benefits. Her experience also includes working with employers and plan sponsors on mental health parity compliance issues.
Prior to joining Proskauer, Jennifer clerked for Judge Jacques L. Wiener, Jr., in the United States Court of Appeals for the Fifth Circuit and Judge Yvette Kane in the United States District Court for the Middle District of Pennsylvania.
Mary Grace Richardson | Proskauer
Mary Grace Richardson is an associate in the Labor & Employment Department and a member of the Employee Benefits & Executive Compensation Group.
In the employee benefits area, Mary Grace’s practice focuses on an array of tax and benefits issues impacting both multiemployer and single-employer benefit plans and plan fiduciaries. She assists clients on matters pertaining to plan administration, design and qualification, as well as regulatory, legislative and legal compliance.
Prior to joining Proskauer, Mary Grace clerked for Chief Judge S. Maurice Hicks, Jr. in the United States District Court for the Western District of Louisiana.
Mary Grace received her J.D. and diploma in comparative law, magna cum laude, from Louisiana State University Paul M. Hebert Law School. At LSU, she served as a senior editor of the Louisiana Law Review and was a member of the Order of the Coif.
I. SECURE 2.0 – what’s covered | 1:00pm – 1:20pm
II. Required changes to retirement plans | 1:20pm – 1:40pm
III. New plan design options: student loan match, withdrawals, and savings programs | 1:40pm – 2:00pm