The anticipated imminent passage of SECURE 2.0 is poised to change the 403(b) investing landscape by extending the ability to invest in collective investment trusts (CITs). In anticipation of the enactment of this provision, it is important to consider the changes in store for 403(b) plans.
Join experts from State Street Global Advisors and Aon for a discussion of:
- the current state of the proposed bill
- a roadmap for preparing plan sponsors to consider the integration of CITs into their plans, led by a Consultant having these conversations now
- how to communicate these changes to participants and prepare for implementation.
Speakers: Brendan Curran, Managing Director and Head of Defined Contribution, Americas, State Street Global Advisors Melissa Kahn, Managing Director, Retirement Policy, State Street Global Advisors Dan Pawlisch, Partner, 403(b) Client Practice Leader, Aon
Disclosures: Aon and State Street Global Advisors are not affiliated.
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The views expressed in this material are the views of the speakers at the time of the event and are subject to change based on market and other conditions. This document contains certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected.
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Tracking Code: 5198668.1.1.AM.INST
Expiration Date: 12/9/2022