The Retirement Revolution

Congress building for webinar on Secure Act 2.0

Join us as we host Richard Phillips, the founding principal of ERISA Consultants, to uncover hidden opportunities in SECURE Act 2.0, understand effective dates, and navigate conflicts. Learn tax credit benefits, phased provisions, and how to overcome unintended consequences without formal guidance. Attend this webinar to stay ahead!

Objectives to be Covered

  • Identify the tax credit opportunities in the Act and how they can drive improved plan design for everyone.

  • Provisions of the Act phase in over several years. Identify the optional and mandatory provisions that must be considered now and over the next 18 months.

  • The Act includes several unintended consequences and no formal guidance. Identify the challenges and how to navigate those provisions in the absence of regulatory guidance.

View On-Demand!

Enter your information to register for this webinar!

Richard Phillips

Meet the Speaker

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 holds a Bachelor’s of Science in Business Administration with a concentration in Banking and Finance, and a minor in mathematics. Richard is an Enrolled Agent (EA) admitted to practice before the IRS, an Accredited Investment Fiduciary Analyst (AIFA) who adheres to a strict interpretation of a fiduciary. He is also a Certified Pension Consultant (CPC), Certified Plan Fiduciary Advisor (CPFA), Qualified Pension Administrator (QPA), and Qualified 401(k) Administrator (QKA).

Richard has served as a subject matter expert to the Retirement Plan Academy on coverage testing under IRS Code §410(b) and investments. Prior to becoming co-chair of the Retirement Plan Academy, he lead a team to revise and update the investment curriculum of the Certified Pension Consultant program. He also chaired the committee tasked with revamping the curriculum of the Qualified Plan Financial Consultant (QPFC) program, a high level training program for advisors working in the qualified plan arena.