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Sophisticated Fiduciary

SECURE Act 2.0 | New ESG Guidance | Operational Errors & Compliance

CAP STRAT’s Alison Bettonville, CFA, rounds up key topics and offers considerations to help you navigate changes in the retirement space. In this episode:

Key provisions of SECURE 2.0 for plan sponsors
New ESG guidance
Operational errors and compliance

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Alison Bettonville

Alison Bettonville, CFA

Principal, Director of Institutional Advisory Services

Alison manages CAP STRAT’s Institutional Advisory Business, and is a member of the firm’s Investment Committee.

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