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2025 SECURE 2.0 Update – What You Must Know Before the Deadline

2025 SECURE 2.0 Update – What You Must Know Before the Deadline

Date: May 28, 2025

Time: 1:00 PM ET | 12:00 PM CT | 10:00 AM PT

Speaker: Anthony Curatola

Description

Are You Prepared for the 2025 SECURE 2.0 Changes?

The SECURE 2.0 Act continues to reshape the retirement planning landscape—and 2025 is a critical year with sweeping new provisions coming into effect. If you’re responsible for retirement plans, employee benefits, compliance, or financial advising, you can’t afford to fall behind.

This deep-dive paid webinar will give you a clear, expert-led breakdown of the changes taking effect in 2025 and how they impact your organization or clients. Walk away with the knowledge, tools, and compliance strategy you need to act decisively and confidently.

What You’ll Learn in This 90-Minute Masterclass:

  • What’s Changing in 2025: A practical summary of new SECURE 2.0 provisions going live this year
  • Roth Contributions & RMD Shifts: What the Roth catch-up rule and RMD updates really mean for your plan
  • Student Loan Matching Contributions: How to implement optional provisions and what to consider before adopting
  • Compliance Timelines: Critical dates and action items to remain fully compliant
  • Fiduciary Risk Management: Understand the impact of SECURE 2.0 on plan governance and how to mitigate exposure
  • Participant Communication Strategies: Best practices for explaining changes to plan participants effectively
  •  Live Q\&A Session: Bring your most pressing questions for real-time answers from a subject matter expert
  • Bonus: Receive a downloadable PDF guide to the 2025 SECURE 2.0 roadmap

Who Should Attend:

  • Retirement Plan Sponsors & Administrators
  • Financial Advisors & RIAs
  • CPA
  • Accountants
  • HR and Payroll Managers
  • ERISA Attorneys
  • TPAs and Recordkeepers
  • Compliance Officers
  • CFOs and Benefit Consultants

What You Get:

Real-world guidance tailored to your role

Step-by-step breakdowns of each key rule

Live access to a retirement compliance expert

Downloadable resources for future reference

Replay access to review or share with your team

Don’t risk falling behind on this fast-evolving regulation. Join peers from across the industry and ensure you’re making informed, strategic decisions for your retirement plans in 2025.

SPEAKER

Tony Curatola is the Joseph F. Ford Professor of Accounting and Tax at Drexel University in Philadelphia. Tony’s area of research is the taxation of individuals, small businesses owners, and retirement income. He has authored over 200 articles in his field and has completed sponsored research for external groups. His findings have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times. He is the former editor of the tax column for Strategic Finance, and the author of several interactive education courses for CeriFi (formerly Thomson Reuters courses). He holds a variety of leadership positions in accounting associations, including the Institute of Management Accountants. Dr. Curatola earned his B.S. in Accounting ’75 and MBA in Finance ‘77 from Drexel University, M.A. in Accounting ’79 from The Wharton School of the University of Pennsylvania, and Ph.D. in Accounting ‘81 from Texas A&M University.

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