Secure 2.0: How It Could Affect your Retirement Plan

The SECURE Act, enacted into law in 2019, changed the rules on contributions and distributions to your retirement plans. These changes include changes in eligibility, distribution penalty, and more. In 2022, SECURE Act 2.0 became law and contains a number of changes to the original law which has business and individuals alike wonder…how does this affect me?

Join VonLehman CPA & Advisory Firm, Graydon Law, and HORAN on Tuesday, February 7th to hear a breakdown of the new law and its impact. John Kirk, Partner with Graydon, and Paul Carl, Vice President of Retirement Plan Consulting with HORAN, will educate attendees on some of the biggest takeaways from SECURE Act 2.0. They will also answer your questions and provide a better understanding of what is anticipated.


Learning Objectives:

• There are three bi-partisan bills focused on retirement legislation coming together in what’s popularly called SECURE Act 2.0

• Learn how the provisions in this legislation will impact you as the plan sponsor

• Learn how the provisions in this legislation will impact your plan participants

• Learn what the timing will be for the adoption / implementation of these provisions

Education will offer 1.0 (HR General) recertification credit hours through the HR Certification Institute and the Society for Human Resource Management. Ohio Accountancy Board CPE provider.


12:00 pm – Welcome

12:05 pm – John Kirk and Paul Carl present on what we know so far on SECURE Act 2.0

12:35 pm – Q/A

1:00 pm – Conclusion of event