SECURE 2.0: What Retirement Plan Changes Are in My Bank’s Future?

The SECURE 2.0 Act of 2022 was passed by Congress and signed into law by the President in 2022. The law contains over 90 provisions, many of which are designed to simplify retirement plan rules. While a number of the provisions have taken effect in 2023, there are still a number of provisions scheduled for 2024 or later.

Speaker

David Barrer is a career long advocate and supporter of the private pension and retirement system. As the National Director of TPA Markets, Dave manages our TPA sales. He serves as a resource for the organization in expanding Pentegra’s TPA footprint and in working with our advisor-partners nationwide to market Pentegra’s unique fiduciary services platform. David’s vast degree of knowledge and enjoyment for helping advisors better assist their clients and expand their practices has made him the “go-to” expert for 3(16) fiduciary outsourcing and TPA services.

Dave joined the financial services industry in 1983 with American United Life. It was there that he helped a client install a 401(k) plan for the first time in 1985. A Financial Advisor, he went on to found Allegiant TPA Services, Inc. in 1995 to provide retirement plan design, consulting and administration. Allegiant merged with Advanced Pension Solutions (APS) in May, 2000 and as Vice President at APS, Dave played a key role in the growth of the APS organization. Since Pentegra’s acquisition of APS, he has been an integral member of Pentegra’s Sales and Business Development team.