As the year draws to a close, retirement planning continues to be a complex and evolving field. With new regulations, political changes, and emerging trends, staying informed is crucial for both individuals and organizations.
To address these challenges, Oswald recently hosted a webinar featuring Bradford Campbell, a partner at Faegre Drinker Biddle & Reath LLP. Campbell provided valuable insights into the latest developments in retirement planning, including:
- The Final Fiduciary Rule: Campbell discussed the implications of this rule for corporate retirement plan providers and emphasized the importance of selecting financial advisors who adhere to fiduciary standards.
- Secure Act 2.0: The webinar covered key provisions of Secure Act 2.0, such as Roth contributions, student loan repayment assistance, and the potential for Secure Act 3.0 in early 2025.
- Fiduciary Insurance: Campbell highlighted the growing importance of fiduciary insurance to protect those involved in making decisions about employee benefits, including retirement and health plans.
- Emerging Trends: The webinar also explored emerging trends in retirement planning, such as the increasing demand for Roth options and student loan repayment benefits.