Building Financial Wellness: SECURE 2.0 and the RetireReady™ Advantage

This knowledge-packed session is designed specifically for payroll, HR, and financial professionals. You’ll discover the importance of payroll integration in complying with SECURE 2.0 and learn how to reposition 401(k) and other retirement plans as powerful compensation planning tools to boost your company’s value and enhance your employees’ financial wellness.

Gain insights on how to address your employees’ financial wellness concerns, capitalize on government subsidies to close the RetireReady™ gap, and build enterprise value for your organization.

Learning Objectives:

  • Understand what RetireReady™ is and learn engagement strategies that showcase your organization’s commitment to financial wellness.

  • Identify the start-up tax credit opportunities in the SECURE Act and explore government subsidies for employer contributions, helping you close the RetireReady™ gap.

  • Outline the next phase of SECURE 2.0, and system requirements to comply with the new regulations.

  • Explore strategies for using your retirement program to increase enterprise value, focusing on:

    • Talent acquisition and retention
    • Compliance and risk management
    • Company culture and reputation
    • Operational efficiency

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Meet the Speakers

Richard Phillips ERISA Consultants Headshot

Richard Phillips, EA, AIFA, CPC, CPFA, QPA, QKA

CEO, ERISA Consultants

Richard is the founding principal of ERISA Consultants. He brings over 30 years’ experience to the effective design, consulting, and management of 401(k) plans.

Richard is a member of the American Retirement Association and was recently elected to their Leadership Counsel for a four-year term.  He has contributed case studies for the American Law Institute-American Bar Association’s advanced pension program and also provided continuing education programs for CPA groups and has lectured on plan design techniques for medical groups at the RBMA Education Conference.

Richard is a member of the American Retirement Association and was recently elected to their Leadership Counsel for a four-year term.

Dakota Morrison ERISA Consultants Headshot

Dakota Morrison, QKC, QKA, CPFA, MBA

President, ERISA Consultants

Dakota has been a part of the ERISA Consultants team since 2018. He has an extensive background in day-to-day operations of 401(k) plans which, complimenting his expertise in customized plan design, compliance, and consultation with plan sponsors.

Dakota holds a Bachelor of Science in Accounting, and a Master of Business Administration. Dakota holds credentials provided through the American Society of Pension Professionals & Actuaries (ASPPA), which include the Qualified 401(k) Consultants (QKC), and the Qualified 401(k) Administrator (QKA). He also holds a Certified Plan Fiduciary Advisor (CPFA) credential through the National Associations of Plan Advisors (NAPA).

Dakota is a member of the American Retirement Association.