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Sophisticated Fiduciary

SECURE Act 2.0 Guidance For Plan Fiduciaries

SECURE Act 2.0 in 1 Minute – This Is What You Need To Know

The Provisions In-Depth

CAP STRAT’S Alison Bettonville, CFA, explains the changes topic by topic. While some provisions became effective on January 1st, 2023, many take effect over the next couple of years. We welcome you to watch each short segment to sort through the key changes and to understand the impact on retirement plans.


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.