Secure Act 2.0 - 05/09/23

Webinar:
Secure Act 2.0 - 2024 Key Decisions for Plan Sponsors
May 9, 2023

The Chicago Chapter of International Society of Certified Benefit Specialists (ISCEBS) will be hosting a virtual session on “Secure Act 2.0 - 2024 Key Decisions for Plan Sponsors.” The agenda will include:

     • Brief overview of Secure Act 2.0
     • What's mandatory and what's optional
     • Key 2024 decisions that plan sponsors must make, including:
          ○ Catch up contributions
          ○ Elective deferrals
          ○ Student debt
          ○ Emergency savings delayed
     • Q&A

Many thanks to our presenter from Fidelity Investments, Paul Nawro, SVP, FSA, EA, MAAA, FCA for sharing his expertise for our event.

SPEAKER:
Paul Nawrot FSA, EA, MAAA, FCA
Senior Vice President
Fidelity Investments

For over 17 years, Paul has been a Senior Vice President within Fidelity Investments’ Workplace Consulting group, which provides a holistic approach to managing benefit and total reward programs. Paul continues to be the strategic lead on key clients in addition to leading business development for the group nationally. In his prior role, Paul led West region business development and previously managed the Dallas office.

For over 25 years, Paul has focused on helping employers manage and understand financial risks of employee benefit programs as well as aligning strategic opportunities with a sponsor’s business needs. This includes Asset Liability Management (ALM), benefit design, strategy, demographic analysis, communication, and administration consulting. Paul’s current and past client base spanned a wide range of size and industry. Prior to joining Fidelity in 2005, he was an actuarial retirement consultant for Mercer Human Resource Consulting.

Nawrot holds a B.S. degree in actuarial science and mathematics from the University of
Iowa. He is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary (EA) of the
Joint Board, Fellow of the Conference of Consulting Actuaries (FCA), and a member of
the American Academy of Actuaries (MAAA).

Date:
Tuesday, May 9, 20232

Time:
12:00 to 1:00 pm ET

Location:
Your Computer!

Cost:
Free- Chicago Chapter Members and Aspiring Members

REGISTRATION:
Click here to register
via Zoom.

Questions:
Email Nancy Vick, CEBS