Please join us for our January luncheon!

The SECURE 2.0 Act has been signed into law. The legislation provides a slate of changes that could help strengthen the retirement system—and Americans' financial readiness for retirement.

The bill builds on earlier legislation that increased the age at which retirees must take required minimum distributions (RMDs) and allowed workplace saving plans to offer annuities, capping years of discussions aimed at bolstering retirement savings through employer plans and IRAs.

While SECURE 2.0 contains dozens of provisions, the highlights include increasing the age at which retirees must begin taking RMDs from IRA and 401(k) accounts, and changes to the size of catch-up contributions for older workers with workplace plans. Additional changes are meant to help younger people continue saving while paying off student debt, making it easier to move accounts from employer to employer, and allowing people to save for emergencies within retirement accounts.

About our speaker:

Brad Lowe Of Counsel, Holland & Hart LLP

Brad counsels private & public companies on optimizing their employee benefits and executive compensation arrangements. 

He advises employers on the range of ways in which they compensate their employees through employee benefit programs, including qualified retirement plans, non-qualified deferred compensation plans, equity incentive plans, payroll practices, health plans, and other fringe benefit arrangements. In addition, Brad advises clients on employment agreements, business formation and planning, merger and acquisition transactions, corporate governance issues, contract drafting and negotiation, and general corporate matters. You can find a link to his full bio here. 

January Meeting: SECURE Act 2.0

Date: Friday, January 20, 2023

Time: 12:00pm MST

Holland & Hart LLP
222 S. Main Street, Suite 2200
South Salt Lake, UT 84101

Members are free, and the fee for guests of members is $25. Non-members are welcome, and the $40.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on January 18, 2023, to ensure we have space available for you.

If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

Western Pension & Benefits Council, Salt Lake Chapter
ATTN: Stephanie Fawson
19 East 200 South | Suite 1000
Salt Lake City, UT 84111