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

05/23/23 • 23 min

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 .

05/23/23 • 23 min

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

Transcript

Announcer: This podcast is intended solely for educational purposes and presents information of a general nature. It is not intended to guide or determine any specific individual situation, and persons should consult qualified professionals before taking specific action. The views expressed in this podcast are those of the speakers and not those of Milliman.

Nina Lantz: Hello and welcome to Critical Point, brought to you by Milliman. My name is Nina Lantz, Principal and Director of Milli

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