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In-Person Event

ONE Event: The Secure Act 2.0 - Unpacked


Average Rating:
   15
Categories:
ONE |  ALL Program & Event Categories |  Grantmaker Programs & Events |  Executive Focus |  HR, Finance & Operations |  Advocacy
Speakers:
Matt Gromek |  Natasha Lopez-Rodriguez
Course Levels:
Beginner
Duration:
1.5 hr
Hosted by:
AZ Impact for Good
Location:
Bell Bank - Biltmore Branch - Phoenix, Arizona

Dates


Description

Join fellow C-suite nonprofit executives for this exclusive discussion.

 

Event Description

In Dec. 2022 Congress passed the SECURE Act 2.0 as a part of the Consolidated Appropriations Act, 2023. This significant piece of legislation follows the original SECURE Act (Setting Every Community Up for Retirement Enhancement) passed in Dec. 2019 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act in 2020.

The SECURE 2.0 is a more practical piece of legislation with a wider range of coverage. This legislation increases the savings rates for older employees, modifies
Roth requirements – both with the catch-up provisions and RMD’s, facilitates matching contributions on student loan repayments, and introduces emergency sidecar savings accounts in retirement plans. As a result of the pandemic and resulting social impacts, this legislation also includes a number of optional withdrawal provisions.

We are going to dig into these changes, specifically how they may impact an organization's current plan design, its participants, and the timing of when these enhancements will be available.  

 Attendees will learn about:

  • Review of the legislation passed at the end of 2022
  • Impacts and Additional benefits to retirement plans
  • Impacts and enhancements for plan participants
  • Timing of provision availability

 

RSVP by Dec. 8 is required as seats are limited and accurate headcount needed for food provided.

 If you have another accessibility accommodation need, please indicate your need on the registration form with your request at least two weeks prior to the start of the event. Although we will attempt to meet all accessibility requests, late requests may not be fulfilled.


Fee:

  • ONE Members: FREE

If you are interested in learning more and attending ONE Events, please complete our ONE Event Interest Form.
 
 

Event Sponsors

We would like to thank our sponsor for making this event possible:

Event Sponsor

Food & Venue Sponsor

 

 


Speaker

Matt Gromek's Profile

Matt Gromek Related Seminars and Products

VP Senior Retirement Plan Sales Consultant

Bell Bank Wealth Management


Bell’s community involvement and reputation are what I enjoy most about working here.

In my role, I advise small- to mid-sized-business owners, nonprofits, and government agencies on their retirement and executive compensation programs for employees. I work with leadership, HR, and finance to enhance these benefit plans for employees. Focusing on 401(k), 403(b), and 457 plans, my specialties are plan operation review, plan design, modernization, fee bench marking, employee engagement and service-related items. I especially enjoy networking and working closely with our clients to manage their retirement plans.

Originally from Glendale, Ariz., I hold a bachelor’s degree in business management from Northern Arizona University in Flagstaff. I have also earned Qualified 401(k) Administrator, Certified Plan Fiduciary Advisor and Chartered Retirement Plans SpecialistSM designations.

 

My wife, Shannon and I live in Peoria, Ariz.  We have two daughters, Kennedy and Taylor, two dogs, Ollie and Leo, and a Tortoise named Flip.

Connect with me on LinkedIn.


Natasha Lopez-Rodriguez's Profile

Natasha Lopez-Rodriguez Related Seminars and Products

Director of Capacity Building & Education

AZ Impact for Good


Natasha Lopez-Rodriguez is the Director of Community Engagement for AZ Impact for Good since October 2021.  Natasha was previous Executive Director for YWCA Mankato and has a wealth of knowledge in the non-profit sector. She has 9 years of higher education experience within student affairs, registration, admissions, financial aid and recruitment. She has educated the community about financial education at various non-profit organization, community centers, trade and vocational schools, churches and group homes teaching practical financial habits. Natasha is a graduate of the Hispanic Leadership Institute Class of 2018. Natasha holds MBA with the Keller School of Management and a BA in Communications from 
Arizona State University. 
 


Event Sponsors

We would like to thank our sponsor for making this event possible:

Event Sponsor

Food & Venue Sponsor

 

 

Reviews

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Overall:      4.5

Total Reviews: 15

Venue

Bell Bank - Biltmore Branch

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2710 E Camelback Rd., #100, Camelback Lakes Conference Room, Phoenix, Arizona 85016, United States
(480) 909-3920

Agenda

The event is not eligible for CFRE credits.

Registration Check-In & Networking (8:30 AM - 8:45 AM)
Welcome & Introductions (8:45 AM - 9:00 AM)

Programming Begins (9:00 AM - 9:45 AM)

Audience Q&A (9:45 AM - 10:00 AM)