Breaking Down SECURE 2.0: Distributions
Registration is Open
Overview:
SECURE 2.0 added two more optional types of distributions that plan may incorporated into plan provisions. In particular the Emergency Savings withdrawal provision and the Pension Linked Emergency Savings Accounts have gotten much publicity. This session will review the pros and cons for administration so that you can be ready to discuss with clients and prospects. A review of several other new distribution options will be part of the session.
Speaker:
Mayo, Kelsey and Holder, Sam
Objectives:
Participants will:
• understand the difference between an emergency distribution and a pension-linked emergency savings account distribution
• identify other distribution options that may be considered for retirements plans
• learn items to considered when making recommendations to clients on their retirement plans to ensure implementation of the new distribution rule