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SFP Wealth: What is the SECURE Act 2.0 and How Will it Impact Your Health Center?
The Retirement Savings Legislation Act, also known as SECURE Act 2.0, is pending legislation that will require business owners and nonprofits to provide some type of retirement benefit to all eligible employees.

Join Dan Cappucci of SFP Wealth for a complete and comprehensive webinar that will provide participants with an overview of both regulatory updates, best practices and how this law will impact community health centers.

What participants can expect to learn:

Part I: Regulatory Updates

• SECURE Act of 2019. Some rules are just now being implemented
• SECURE Act 2.0. Passed in the house, proposed rules on the table
• ESG guidelines for investment selection. Balancing proposed rules
with participant (and organization) objectives

Part II: Best practices for participant outcomes and perceived value

• Market volatility always brings heightened stress and focus on
investment options, both in terms of performance and fees
• Have seen significant shift towards open architecture platforms and
institutional pricing, even for smaller plans. Many smaller organizations
absorbing some administration costs to reduce participant cost.
• Increased use of non-qualified plans with CHCs: 457(b), 457(f), and
executive bonus plans. Recruiting and retention of key personnel has
only gotten tougher in current labor market

Jun 1, 2022 11:00 AM in Eastern Time (US and Canada)

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