Next Gen Retirement & Workshop Savings Benefits: SECURE 2.0 and Beyond

Next Gen Retirement & Workshop Savings Benefits: SECURE 2.0 and Beyond

The nature of retirement and workplace savings programs is evolving rapidly as provisions from SECURE 2.0 are incorporated into plan designs and new product offerings emerge from leading service providers. This session will focus on the following key areas of consideration for benefits professionals:

1.      Plan design features and regulatory requirements under SECURE 2.0

2.      Enhanced personalization options and integrated financial wellness programs

3.      Innovative approaches to outsourcing fiduciary risk and administrative responsibilities

4.      The changing landscape of retirement plan investments

Date/Time

Thursday, October 16, 2025

11:30 AM - 1:00 PM

Agenda

Networking and Lunch:  11:30 AM - 12:00 PM

Intro and Speaker:  12:00 - 1:00 PM

Wrap-Up:  1:00 PM

Location

Country Club of the Carolinas

1108 Firethorne Club Dr.

Marvin, NC 28173

Speaker:

Throughout his almost 20-year career, Joe has worked with organizations of all sizes, from startups to Fortune 500 Companies, to help optimize their workplace savings programs. Prior to his role at Creative Planning, Joe was Managing Director of Retirement Plan Solutions at Curi Capital. He launched the retirement plan advisory service at the firm’s inception and led the team responsible for sales and service. Before Curi Capital, Joe spent time with CAPTRUST Financial Advisors as an Investment Strategist and Relationship Manager. He also spent time with both Fidelity Investments and Principal Financial Group. Joe is based in Raleigh, North Carolina.

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