Groom principals Elizabeth Thomas Dold and Elizabeth Drake will join PLANSPONSOR for the 2025 PLANSPONSOR Roadmap Livestream Series: SECURE 2.0. The series will dive into SECURE 2.0 provisions and their impact on retirement plans.
Dold will serve as a panelist for the session, “SECURE 2.0: Catch-Up Provisions,” on Wednesday, February 12, 2025, at 2:00 p.m. ET. The presentation will cover the necessary considerations for implementing catch-up provisions for participants aged 60-63 and high-earner Roth catch-up provisions, focusing on recordkeeper and third-party administrator coordination.
Drake will serve as a panelist for the session, “SECURE 2.0: Student Loan Matching and Educational Benefits,” on Wednesday, February 19, 2025, at 2:00 p.m. ET. Panelists will cover guidance related to matching student loan repayments and the impact on employee recruitment and retention.
For more information, or to register, click here.
