2025 Employer Retirement Plan Update: Crafting Your Life and Income Plan

Program Description

In this webinar, we will cover the provisions of SECURE 2.0 that will take effect in 2025, as well as present research findings on the language that participants better understand and connect with. Additionally, we will focus on retirement planning, including the fundamentals of creating both a life plan and an income plan.

Learning Objectives

Attendees will:

• Learn updated knowledge about SECURE 2.0.
• Learn the language to use when talking to retirement plan participants to enhance participant behavior.
• Learn the basics of retirement planning - life planning and income planning.

How to earn your credit:

• Participants of the live broadcast are eligible to receive 2 CPE credits in Finance or 2 PDC credits in HR Expertise - Employee & Labor Relations. You will need to attend for 100+ minutes and answer 6+ polling questions for CPE credits, or you will need to attend for 120+ minutes and answer 6+ polling questions for PDC credits.
• Partial credit will not be offered.
•  For the best experience, we recommend attending the webinar on a desktop or laptop using a Chrome browser.

Prerequisites: N/A | Advanced Preparation: No | Knowledge Level: Basic| CPE Field of Study: Finance| PDC Field of Study: HR Expertise - Employee & Labor Relations | Event Location: Virtual | Delivery Method: Group Internet-Based | Refund Policy: N/A

Vaco CPE

For more information regarding administrative policies such as complaints and refunds, please contact our Global Headquarters at 615-324-8226. Vaco is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Vaco SHRM

Vaco is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.