At the 2023 NAPA/NTSA ERISA 403(b) conference, Nevin & Fred took the podcast LIVE to focus on the differences in SECURE 2.0 for 403(b) and 401(k) plans—with a special guest.
That’s right, we closed out the 2023 NAPA/NTSA ERISA 403(b) conference with a live session joined by the inimitable Kelly Famiglietta and discussed:
- The differences in SECURE 2.0 for 403(b) and 401(k) plans
- Cultural differences between 403(b) and 401(k) employers (and the impact on retirement benefit structures)
- “Good” Roth and “bad” Roth
- How the new catch-up provisions impact the TWO kinds of catch-up contributions for 403(b)s (and the need for guidance)
- The new ability to match student loan payments (and a new acronym; QSLPs)—and the complexities ahead
- The “burden” of optional provisions (and the opportunity for advisors)
- The (potential) trouble ahead for tracking long-term part-time workers
And that’s just part 1!
