Secure Act 2.0
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This program will be a very high level overview of how Secure Act 2.0 is being addressed with the industry and focus on a handful of the most critical provisions. The topics planned for inclusion are:
- New Tax Credits
- Automatic Enrollment
- Long-term/ part-time employees
- Required Roth certain catch-up contributions
- Emergency savings accounts
- Simple plan mid-year termination
Registration for in-person attendance will close at 5 pm on Thursday, May 18th.
About our Speakers:
Dana Hagen, – Retirement LLC, President\CEO
Dana is the President of Retirement LLC with over 25 years’ experience in defined contribution and defined benefit qualified retirement plans. Retirement LLC has over 1,400 clients throughout the United States and is one of the nations few CEFEX certified TPA firms.
F. Philip Gould – National Account Director - TPA
Philip Gould is a National Account Director for Empower. In his role, he helps create and maintain loyalty among top third-party administrators (TPAs) through ongoing business planning activities and works with local team to grow and develop TPA sales.
Philip joined the organization in 2022. He has 25+ years experience in the retirement plan industry. Philip has worked with several top tier recordkeepers allowing him to see our business from all sides: participant services and education, plan level relationship management, Trust and Custody, as well as recordkeeping and TPA sales.
Philip holds a Master of Business Administration (MBA) from the Wayland Baptist University. He currently maintains the FINRA Series 7 securities registration, Series 63 state security license and NASAA Series 65 securities license.
