Webinar: SECURE Act 2.0: What Plan Sponsors Need to Know (and Do)

If you are a Plan Sponsor, you would likely agree there has been no shortage of information explaining the provisions within SECURE Act 2.0 since the bill passed in December. But what do those provisions mean to you and your plan specifically? Join Greenspring, Transamerica, and Pollard & Associates, as they discuss how the provisions can impact the administration of your organization’s workplace retirement plan and how you can best prepare to successfully implement the forthcoming provisions. Christian Stanley will moderate the session covering the most prevalent information regarding the Secure Act 2.0, ensuring that he touches on the following questions:

  • What does Secure 2.0 mean for you and your participants?
  • How will secure 2.0 impact how you administer your retirement plan?

Q&A will be available throughout the discussion. This webinar provides 1.0 PDC for SHRM® Designees.

REGISTER HERE

Greenspring Advisors is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities.  This webinar qualifies for 1.00 Professional Development Credit (PDC) towards SHRM-CP® or SHRM-SCP® recertification.  The submission recertification code will be provided at the completion of the webinar.

Christian Stanley, CRPS®, AIF®, NQPA™ Bio: Christian is a Partner & Senior Financial Advisor in the firm’s Institutional Consulting Group. He joined Greenspring after working in a variety of roles for Techtronic Industries and Milwaukee Tool. Christian specializes in developing and managing corporate retirement plans by providing independent advice on fiduciary oversight, investment due diligence, fee-benchmarking, plan design, and vendor management. He earned the Chartered Retirement Plans Specialist℠ designation by completing a course of study encompassing design, installation, maintenance, and administration of retirement plans. He has also earned the Accredited Investment Fiduciary® professional designation awarded by the Center for Fiduciary Studies, his Non-Qualified Plan Advisor™ designation through NAPA, and has received formal training in investment fiduciary responsibility.

Adrienne Robertson Bio: Adrienne is Head of Regulatory and Fiduciary Services for Transamerica’s retirement services business and is based in their Denver office. Adrienne has more than 30 years of experience in the retirement services industry.

Her expertise is in ERISA and employee benefits plans, including fiduciary concerns; operational compliance; plan design strategy; merger, acquisition, and controlled group issues; and recordkeeping and administrative considerations.

Adrienne has previously worked at Alvarez & Marsal in their Denver-based benefits consulting group, and as an attorney at Sherman & Howard LLC in Denver, and at Drinker Biddle & Reath LLP (Now Faegre Drinker) in Philadelphia. Prior to that, she was in-house counsel at the Vanguard Group.

Her ASPPA certifications include the Certified Pension Consultant and Qualified Pension Administrator. Adrienne is a SPARK Institute Advisory Board member, has authored numerous articles for 401(k) Advisor, has served on ASPPA’s Education and Examination Committee, and is currently a member of ASPPA’s Government Affairs Committee. She has also conducted numerous presentations for clients, advisors, and industry groups. Adrienne holds a Juris Doctor degree from Widener University School of Law, and a Bachelor of Science from Rensselaer Polytechnic Institute.

Mary Grason, Owner Pollard & Associates Bio: Pollard & Associates, Inc. is a full-service, independent retirement plan design, consulting, administration, and actuarial firm specializing in qualified retirement plans of all types.  We provide services to approximately 1,000 retirement plans of various types and sizes, including over 175 Defined Benefit/Cash Balance Plans.  Mary M. Grason has been with Pollard & Associates since 1971 and became President and sole shareholder of the Company in 1986.  Mary is a Certified Pension Consultant (CPC), a Qualified Pension Administrator (QPA), and an Enrolled Retirement Plan Agent (ERPA).  She has been a member of the American Society of Pension Professionals and Actuaries (ASPPA) since 1980.  The ERPA designation Mary received in 2009 enables her to practice before the IRS on certain retirement plan issues. She has taught extensively in the field of retirement planning, including pension courses for ASPPA and the Maryland Association of CPAs, and is a frequent speaker on pension topics.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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