Secure 2.0: Key Changes and Implications for Existing Retirement Plans with Jeanne Sutton
Eps. #19 JULY 11TH, 2023
Secure 2.0: There are a whopping 92 provisions in it!
In this episode, Jeannie Sutton, the Managing Director of Strategic Retirement Partners dives into the exciting changes happening in the world of employee benefits, specifically retirement plans. Jeannie shares her insights on the evolving trends in employee experience, engagement, and culture, and how these changes are impacting retirement plans. We discuss the importance of holistic employee wellness and the role of financial education in creating a well-rounded employee experience. If you're an HR professional looking to stay ahead of the curve and demonstrate strategic leadership, this episode is a must-listen. Don't miss out on the valuable advice and practical tips shared by Jeannie Sutton, the #401KLady.
Guest(s): Jeanne Sutton, Managing Director, Strategic Retirement Partners
Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.
