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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

Alison Bettonville

Alison Bettonville, CFA

Director of Institutional Advisory Services

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