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Sponsor Webinar - Secure Act 2.0 and Retirement Plans for Nonprofit Organizations

When: 
Wednesday, September 27, 2023 -
3:00pm to 4:00pm EDT
Where: 
Webinar
Who Can Attend? 
Forum members and their members
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Understanding how recent legislation allows PSOs to facilitate Pooled Employer Plan retirement solutions for members

Join Alliant Retirement Consulting for a discussion on legislation affecting nonprofit retirement plans. Secure Act 2.0, passed in December 2022, enables the creation of 403(b) Pooled Employer Plans (PEPs) for nonprofit plan sponsors. Learn how PEPs can ease administrative burden and overhead cost for PSOs and their members.

The webinar will cover:

  • Secure Act 2.0, its affects on nonprofit employers, and the overall public policy agenda around its enactment
  • How PSOs can use Pooled Employer Plans as a member benefit
  • Opportunities for PSOs to collaborate to create economies of scale
  • Frequently asked questions, including compliance considerations, eligibility, plan design, and liabilities for plan sponsors

Recording

Closed captioning on this video is available in English. To turn on captioning, please mouse over the video player and click on the "CC" icon. Select "English (auto-generated) CC" (screenshot available). 

Audience: Forum members and their members

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