Heartland + Human Interest Secure Act 2.0 +Understanding State Mandates


Thursday, May 25, 2023
12:00 PM – 1:00 PM EST


Presented by

Marc Fowler
Retirement Education Director, Human Interest

Webinar Overview

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was first signed into law on December 20, 2019. The original iteration of the bill made several much-needed adjustments to the country’s retirement system. However, it wasn’t a comprehensive solution to the retirement crisis in America. On December 29, 2022, President Joe Biden signed SECURE Act 2.0 into law. SECURE 2.0 is a huge step forward in addressing the retirement savings gap and adds more than 90 new retirement plan provisions. Broadly speaking, the bill introduces several significant changes for small businesses and those saving for retirement by:

  • Promoting saving earlier for retirement, as well as increasing some limits
  • Boosting incentives for small businesses to offer retirement plans
  • Offering those age 60+ more flexibility for saving as they approach retirement

As a business owner, there’s a lot on your mind already. Throw in the latest legislation, and it can feel difficult to keep up with what you need to know. Join us for a webinar hosted by Marc Fowler, The Director of Retirement Education for Human Interest, where he’ll cover:

Discussion Topics

  • The current retirement landscape
  • Upcoming deadlines for state-mandated retirement plans
  • Eligible tax savings that could be up to $16,500* through the SECURE Act 2.0

Common Questions

  • What else is in Secure 2.0 not covered today?
  • What are the biggest impacts to small businesses in 2023 with this act in place?
  • Are there any industries that this act has the biggest impact on?
  • What are common penalties and how can they be avoided?
  • Download 401(k) Overview



About the Speaker

Marc Fowler
Retirement Education Director
Human Interest
Marc Fowler, is Human Interest’s Director of Retirment Education. He specializes in supporting partners and clients in understanding retirement plans, in particular the power of 401(k) and the relevant legislation that surrounds saving for retirement. After starting two small businesses in New York, he has a passion for how 401(k) plans can support the SMB sector.
Human Interest is an affordable, full-service 401(k) and 403(b) provider that seeks to make it easy for small and medium-sized businesses (SMB) to assist their employees with investing for retirement.

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