For DC plans, 2022 is shaping up to be a year of change. With the impending passage of SECURE Act 2.0 and new compliance regulations governing investment advice, it’s more important than ever for plan sponsors to actively prepare for what's ahead.

Our speakers will discuss:

• How will the changes in the Securing a Strong Retirement Act of 2022 (SECURE Act 2.0) impact your employees' ability to improve financial wellbeing, pay-off student debt, and save for retirement
• The implications of pending legislation on plan design, administration, and governance 
• What you need to know about the new fiduciary rules regarding investment advice
• Evaluating your investment lineup and introducing new options, such as cryptocurrency or socially responsible funds
  
  The session will also include live polling and Q&A.

About our speakers

Tom Coughlin | Tom is a director in the Wealth practice and provides investment services to defined contribution and defined benefit plans, endowments, foundations, and insurance companies. He has more than 27 years’ experience in the investment management industry and consults on policy, asset allocation, and investment manager selection. 

Laurie DuChateau | Laurie is a Principal and leads Buck’s U.S. Compliance Consulting practice with responsibility for the firm’s cross-practice compliance consulting, publications, research, and training.  As an attorney with more than 25 years of experience in employee benefits law, Laurie has consulted with clients on a broad spectrum of retirement, health, and welfare plan compliance issues.

Sandy Pappa | Sandy is a Principal in the Wealth practice and specializes in defined contribution plans, helping clients align their retirement program with their overall workforce and business strategy. Her experience includes plan re-design and the implementation of new 401 (k) programs. Recently, she has focused her attention on retirement readiness studies, measuring employee savings behavior in DC plans and evaluating overall plan effectiveness.