Legislative Update: Secure Act 2.0 & How it Affects You

What do you know about the SECURE Act 2.0? Why would an employer add the new emergency savings account to their plan designs and benefit options?

If 57% of Americans are not able to support a $1,000 emergency*, we have a lot of work to do together to help.

In this webinar, Julia Fearn, Director of Channel Partners, SoFi at Work, alongside Alegeus’ own Karli Dunkelberger, share an overview of which benefits were/are affected by the SECURE Act 2.0. This legislation offers you the opportunity to leverage the “buzz in the industry” on the new emergency savings accounts codified in this legislation, and offer insights & solutions to brokers, consultants, and their clients to consider alternative plan designs that can help Americans plan and prepare for financial emergencies.

Watch the recording below to hear an overview of the SECURE Act 2.0 and what it means for you and your business. We compare this new emergency savings account option to high yield savings accounts and lifestyle accounts.

*Source: Fidelity survey

Watch the Webinar


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