Event Overview:

SECURE 2.0 impacts all employers with an existing retirement plan and any employers who are thinking about starting a workplace retirement plan. SECURE 2.0 builds on the SECURE Act of 2019. It is a comprehensive piece of legislation that adds over 90 new provisions intended to expand and increase retirement savings. 

Key Objectives:

Do you know how some of the key provisions will impact your workplace retirement plan? 

• Required minimum distributions
• Catch up contributions
• Long-term, part-time employees
• Saver's match
• Student Loan Matching
• Roth Contributions

Do you know about some of the key provisions if you are thinking about starting a 401(k) for your workplace?

• Tax credits for small businesses
• Automatic enrollment
• Automatic escalation 
• SIMPLE IRA replacement

*1 SHRM Credit and 1 HRCI Credit pending*

Speaker Bio:

Hannah Sorensen serves as Vice President, Retirement Plan Consultant at Gate City Investment Services in Fargo, ND. Originally from Fargo, Hannah brings 11 years of experience to Gate City Investment Services. She studied business administration and marketing at North Dakota State University.

Outside of work, Hannah is involved with community organizations such as The Christmas Gift, Cass Clay Community Land Trust and The Village Family Service Center’s primary fundraiser: Wine & Dine. She’s also a 2013 graduate of the United Way 35 Under 35 Women’s Leadership Program. In her free time, Hannah enjoys photography, fitness, fashion, cooking, reading and time with friends and family.

To Hannah, being a team member at Gate City Investment Services means having the ability to work closely with corporate and small business clients to help them uncover their retirement plan options, while also being able to make a positive difference in her community through volunteer work. Among Gate City’s Principles of High Standards, her favorite is Be a Leader because “working in an industry that is ever-changing, it’s important to stay up to date with legislative and industry changes, as well as know the different solutions available that will best fit the needs of each specific client and their employees.”

Where:

This meeting is available in-person at the Hope Big Connection Center. Our speaker will be presenting in-person.

Feel free to bring a brown bag lunch or come early to grab lunch from Mo's Cafe or Rumors in the Grand Cities Mall!

11:30am - 12:00pm: Lunch (BYOL) & Networking

12:00pm - 1:00pm: Meeting

Directions: Park on the North side of the Grand Cities Mall in front of Hope (towards the West side of the mall). Enter the Hope main door (the door that is furthest West). The Big Connection Center can be found on the right side of the lobby area.

Not a current 2024 member? Join today at https://ggfhra.wildapricot.org/join-us