A Fiduciary Guide to SECURE Act 2.0

Duane Thompson, AIFA®

Senior Policy Analyst

Broadridge Fi360 Solutions


Blaine Aikin, AIFA®, CFA, CFP®

Founder and Principal

Fiduciary Insights

January 17, 2023

In this presentation, Blaine Aikin and Duane Thompson share their thoughts on the newly-released SECURE Act 2.0 and provide insights into what this legislation means for investment fiduciaries. With the passing of this much-anticipated bill, it will be crucial for advisors to understand the high-level provisions and what it means for plan sponsors as well as advisors’ retail clients. In this session you hear more about changes to auto-enrollment/escalation rules, tax credits for low-income savers, 403(b) changes, RMDs and more.