Please register online by Sunday, May 24th: Register ~ Monthly Meeting

SECURE 2.0 - Retirement Plan Deadline Dash

Brea Dantin

Retirement Plan Advisor, Shepherd Financial, LLC

SECURE 2.0 was signed on December 29, 2022 and we have been talking about it ever since. Now the decisions get real. Retirement Plan Documents must be amended for Secure 2.0 provisions by 12/31/2026. Many retirement plan document providers will want your final decisions by 3rd quarter 2026. This informative session will review provisions both mandatory and option, flag provisions that are considered protected benefits, and share trends we are seeing both the good and the bad.

In this session, you will:

• Identify key provisions.
• Learn how others are implementing the provisions and what is backfiring.
• Prepare for year-end and provider deadlines.

About the Speaker:

Brea Dantin is a Retirement Plan Consultant with more than 25 years of experience partnering with employers, HR professionals, and plan sponsors to strengthen retirement outcomes for their organizations and employees. She is known for her clear, approachable communication style and
her ability to translate complex retirement topics into practical guidance that supports informed decision-making.

Drawing on real-world experience, she brings a thoughtful, HR-focused perspective to educational sessions that help employers navigate an evolving retirement landscape with
confidence.

Approved for 1 recertification credit:

Charlotte County SHRM is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® or SHRM-SCP® recertification activities and by HRCI to offer Recertification Credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™