Panel discussion on the implementation of Secure 2.0 with industry leading Third Party Administrators that serve most of CT public schools. The panel will address how Secure 2.0 has been implemented since 2023 and provide some clarity on how this has impacted your 403(b) and/or 457(b) plans. At the completion of the session, the objective is to provide (1) clarity on what has been done, (2) identify (if anything) what needs to be done in your district before the end of year, and (3) how these plan changes should be communicated to your employees. 

Panelists:

• Mike Cochran, TCG Co-Founder & Senior Vice President of Consulting & Randy Feid, Vice President Business Development, HUB International
• Kevin Hensley, Managing Director, Client Services & New Business Development, OMNI/TSACG
• Michael Linehan, Senior Vice President, Equitable
• Heather Pentino, Planwithease Key Account Manager, Voya Financial