Secure 2.0 Discussion Featuring ERISA expert Brad Campbell
America is facing a retirement crisis. Surveys conducted by the Federal Reserve have found that only 75% of non-retirees have any retirement savings whatsoever, and only 40% feel that their retirement savings are on track.
Secure Act 2.0 is Congress’s latest attempt to address this pressing issue. Signed into law in late December 2022, this package of retirement reforms aim to finish the job begun by the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.
Version 2.0 of the Secure Act introduces dozens of provisions intended to improve retirement outcomes. From better catch-up contributions to automatic 401(k) enrollment.
Join Relation Insurance and ERISSA expert Brad Campbell as they help you understand the important implications for both employers and employees.
About The Speakers
Vice President of Corporate Retirement Solutions at Premier Wealth – A Relation Company
In Whitney’s current role, she manages the company’s retirement plan business in all markets. Whitney holds the Certified Plan Fiduciary Advisor designation, multiple FINRA securities licenses, and is an Accredited Investment Fiduciary. In 2023, Whitney was recognized by the National Association of Plan Advisors as being a Top Women Advisor “Rising Star” and a Top Advisor Under 40 “Ace.” A graduate of Oklahoma State University, Whitney enjoys spending time with her husband, their teenager, toddler twins, and two doodle pups. Helping families succeed through employer-sponsored retirement plans is her passion. Helping plan sponsors navigate the retirement plan landscape is her calling.
Partner @ Faegre Drinker Biddle & Reath LLC
Bradford Campbell is a nationally recognized figure in employer-sponsored retirement plans who leverages his prior experience as the U.S. Assistant Secretary of Labor for Employee Benefits to advise clients across a broad range of issues related to the Employee Retirement Income Security Act (ERISA). As ERISA’s former “top cop” and primary regulator, Brad has detailed and wide-ranging knowledge of the structure and operation of ERISA plans, insight that he applies to client engagements.
Business Development and Retirement @ American Century Investments