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Episode 69: Fidelity and SECURE 2.0

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Manage episode 447697013 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as “the gift that keeps on giving,” with some aspects still rolling out. In episode 69 of Revamping Retirement, hosts Audrey Wheat and Jennifer Doss talk with Fidelity’s Angela Capek and Shanna Costa to learn what plan sponsors are saying about the ways SECURE 2.0 has disrupted the retirement industry.

  continue reading

75 episodes

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Manage episode 447697013 series 2956584
Content provided by CAPTRUST. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CAPTRUST or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

It’s been almost two years since the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act, was officially implemented. Containing more than 90 provisions impacting retirement, this massive piece of legislation is described as “the gift that keeps on giving,” with some aspects still rolling out. In episode 69 of Revamping Retirement, hosts Audrey Wheat and Jennifer Doss talk with Fidelity’s Angela Capek and Shanna Costa to learn what plan sponsors are saying about the ways SECURE 2.0 has disrupted the retirement industry.

  continue reading

75 episodes

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