2024 SECURE 2.0 Insights with Principal’s Lance Schoening

As we head toward 2024, more and more provisions of the landmark SECURE 2.0 retirement reform legislation package are coming online, including some provisions that have lots of people in the industry really excited.

One of those people is Lance Schoening, Director of Policy at Principal, the sponsor of today’s podcast. As the person responsible for the company’s analysis of retirement legislation, he’s well-versed in all things SECURE 2.0, and shares insights on a number of new provisions.

He’ll also explain why he’s excited about the start-up tax credits, and why retirement plan advisors might want to take another look at the small plan market because of them.