A New Era for 401(k) Plans: Implementing SECURE Act 2.0

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Do you feel overwhelmed by the complexities of the SECURE 2.0 Act? You’re not alone.

But what if you could turn the complexities of the SECURE 2.0 Act (and its 90+ provisions) into a strategic advantage for your business? 

This landmark legislation brings a host of changes to 401(k) plans, offering incredible opportunities but also raising many questions. And to make it even more confusing, more than a few new updates are happening this year.

Our free webinar seeks to answer your most pressing questions and guide you through the critical aspects of SECURE Act 2.0.  Learn how legislation directly impacts your company, improves your 401(k) planning, and ultimately supports your goals of attracting and retaining top talent.

In addition to getting an overview of SECURE Act 2.0, where you’ll gain a clear and concise summary of the legislation and its key provisions, you’ll learn ways to:

• Leverage Tax Credits: Practical steps to take advantage of new tax incentives for starting or enhancing 401(k) plans.
• Increase Employee Engagement: Strategies for implementing auto-enrollment and escalation to boost participation.
• Build Modern Benefits: How to integrate financial wellness benefits, including student loan matching.
• Support Employee Well-being: Address financial stress and provide support through comprehensive benefits.
• Improve Business Outcomes: Link financial wellness to enhanced productivity and reduced turnover.

This could be your golden opportunity to enhance your 401(k) experience, save money, and boost employee engagement and retention. Download now!

Speaker Info 

Robert Krupa: 

Director, 401(k) Compliance, Betterment at Work

Rob leads the 401(k) Compliance team which is responsible for helping plans with ERISA compliance on Betterment’s recordkeeping platform. Rob and his team are subject matter experts on 401(k) plans and are responsible for day-to-day plan operations. Rob holds a Certified Pension Consultant (CPC) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Before joining Betterment, he most recently worked as a defined contribution plan consultant at Willis Towers Watson. Rob graduated from the University of Illinois at Champaign-Urbana with a degree in Economics.

Russell Cloughen: 

Account Executive, Betterment at Work

Russell Cloughen is a Senior Account Executive on the Betterment at Work 401(k) team. He works closely with small to medium-sized businesses that aim to ramp up their retirement benefits. He ensures that our potential clients are educated on our products and services while guiding them through these important decisions. Before joining Betterment in 2022, Russell spent the last ten years working to bring growth capital and financing solutions to businesses across many industries, especially e-commerce, retail, and professional services industries like doctors’ offices, law firms, and accounting firms.

Harlyn Kassardjian: 

Head of Business Operations & Strategy, Betterment at Work

Harlyn Kassardjian is the Head of Business Operations & Strategy at Betterment at Work, where she builds sustainable processes and brings cross-functional strategy to life. Harlyn has worked at Betterment for 7 years and built out the 401(k) compliance and operations teams that support 401(k) plan sponsors and participants. Before joining Betterment, she worked at J.P. Morgan Private Bank, supporting ultra-high-net-worth families and select non-profit organizations. Harlyn graduated from Washington and Lee with a degree in finance and art history and holds Series 7 and 63 FINRA licenses.

While the information provided about SECURE 2.0 is accurate based on Betterment’s current understanding and analysis, the details described in Betterment’s content are subject to change based on additional regulatory guidance. Betterment content should not be considered legal or tax advice.

This content from Betterment LLC and Betterment for Business LLC (d/b/a Betterment at Work) is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. The information contained is intended for educational purposes only and is not meant to constitute investment or tax advice. Advisory services provided by Betterment LLC, an SEC-registered investment adviser. Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA/SIPC. 401(k) plan administration services provided by Betterment for Business LLC. Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. © Betterment. All rights reserved.

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