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Secure Act 2.0: What You Need to Know
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Resource Center>Webinars>Secure Act 2.0: What You Need to Know

Webinar attendees will learn:

  • The key provisions of the SECURE Act 2.0 affecting retirement savings plans.
  • How to ensure employer-provided retirement plans are aligned with the new legislation.
  • Strategies for supporting your clients in achieving their retirement goals.

Speaker:

James Schwantes

James Schwantes is a Senior Product Compliance Analyst with a legal and tax background. Prior to working at Paycor in the Tax and Compliance departments, he served as an attorney in Cincinnati focusing on antitrust, ERISA, and business litigation. He is a member of local and national chapters of the APA and the Ohio and federal bar associations.

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