SECURE 2.OMG!

To Register: SECURE 2.OMG!

Tuesday, October 29th at 8:30 am, presented via Zoom.

Speakers: Jennifer Hill & Connie Schultz

Program Summary & Key Takeaways:

Is your head spinning from SECURE 2.0? Register for FMHRA’s October’s Food for Thought and hear from Bell Bank Retirement Plan Services’ experts as they dig into key provisions of SECURE 2.0 that affect you and your employees. The DOL has provided significant guidance since the initial passage of this landmark retirement reform. Bell will provide overall clarity about the following SECURE 2.0 topics and effective dates as well as details about optional vs. required:

- Impact of Long-Term Part-Time Employees

- De minimus amounts to incentivize participation
- Student loan payments
- Emergency fund access
- Self-certification of hardships
- Increased catchup contributions for 60-63
- Catchup contributions as Roth
- Required Minimum Distribution Changes
- Retirement Savings Lost & Found
- 2025 new plans auto enrollment and exceptions

About the Speakers:

As senior retirement plan consultants, Jennifer Hill and Connie Schultz are dedicated to providing extraordinary customer service when assisting employers with their retirement plans. They work with clients on everything from plan design to participant education, making sure participants understand the importance of saving for retirement and the advantages of enrolling in an employer-sponsored plan. Jennifer grew up on a farm near Tenney, Minnesota. She is an honor’s graduate from Cannon Financial Institute and earned a degree in finance from Minnesota State University Moorhead. She lives in West Fargo with her husband, Matt, and their children. Originally from rural Mahnomen, Minnesota, Connie graduated from Minnesota State University Moorhead with a degree in business education. Connie lives in Hawley, Minn., with her husband, Brandon. They have three grown children. Both currently hold the following designations:

Qualified 401(k) Administrator
Qualified 401(k) Consultant
Certified Retirement Services Professional

This session is pending approval for the following:

• 1.0 SHRM PDC
• 1.0 HRCI Credit