The SECURE 2.0 Act of 2022 is important legislation that is sure to reshape the structure of most 401(k) plans while making it easier for Americans to save for retirement. This course will highlight key provisions in the SECURE 2.0 Act and their impact on employers and employees. This course will also take a deeper dive into which provisions are mandatory and optional.
Pete Isberg is responsible for managing legislative and regulatory affairs for ADP, covering a variety of employer compliance matters including employment tax payments and major legislative trends such as the Affordable Care Act. Pete has over 30 years of experience working with state legislatures and Congress, as well as the IRS and state agencies, workforce development, child support enforcement, and municipal tax authorities. Pete holds an MBA in Finance from California State Polytechnic University.
Ronald Ulrich is the Vice President of Product Consulting and Compliance for ADP Retirement Services. He is responsible for delivering products and services to plan sponsors in order to help them maintain their retirement plans in compliance with all applicable IRS and DOL regulations. Ron has over 25 years of experience in the recordkeeping and administration of retirement plans and holds the ASPPA Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA) designations, as well as a B.S in Management from Kean University.