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SECURE 2.0, Part 1: Tips for DC plans navigating contribution changes

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Manage episode 364118275 series 2342257
Content provided by Milliman, Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Milliman, Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When the SECURE 2.0 Act passed in late 2022, it introduced 92 provisions affecting retirement plans—and created a long to-do list for plan professionals. In this episode of Critical Point, Milliman employee benefits expert Nina Lantz talks with Brandy Cross, our director of defined contribution (DC) plan compliance, about how DC plans are coping.

Learn which provisions plan sponsors are addressing first, and why it’s OK to wait before making plan changes. Plus, don’t miss Nina’s companion episode on SECURE 2.0’s impact on defined benefit plans.

You can read the episode transcript on our website .

  continue reading

55 episodes

Artwork
iconShare
 
Manage episode 364118275 series 2342257
Content provided by Milliman, Inc.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Milliman, Inc. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

When the SECURE 2.0 Act passed in late 2022, it introduced 92 provisions affecting retirement plans—and created a long to-do list for plan professionals. In this episode of Critical Point, Milliman employee benefits expert Nina Lantz talks with Brandy Cross, our director of defined contribution (DC) plan compliance, about how DC plans are coping.

Learn which provisions plan sponsors are addressing first, and why it’s OK to wait before making plan changes. Plus, don’t miss Nina’s companion episode on SECURE 2.0’s impact on defined benefit plans.

You can read the episode transcript on our website .

  continue reading

55 episodes

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