By John Sullivan Published by the National Tax-Deferred Savings Association (NTSA), February 27, 2023
“When you hear the words SECURE 2.0, what comes to mind?” Sue Diehl, President of PenServ Plan Services, asked panelists at the outset of “Starting “Points: Implementation Implications for SECURE 2.0 and Other Recent Changes,” a session dedicated to explaining the 403(b) implementation challenges of SECURE 2.0.
“Brain explosion,” Teresa Ward, CRPC, Senior Director of Retirement Programs with Invesco, said to laughter Feb. 27 in Tampa, FL. “There are 90 different provisions within the bill. It feels like we’re at the starting gate and excited for the race, but the gate is just now starting to be raised.”
