The Financial Concepts Podcast

The Financial Concepts Podcast


A Closer Look at the SECURE Act 2.0 with Bridget Jarvis (Ep. 13)

May 01, 2023

The SECURE Act 2.0 has 92 provisions, and today’s guest helps host Scott Ferguson narrow in on a few that will change the way you pay off loans, save for retirement, and attract and retain employees.


Join Scott as he talks with Bridget Jarvis, Partner and Vice President of Business Development at ERISA Services about the impact of the SECURE Act 2.0 on Americans’ financial portfolios.


Gain insight as Bridget discusses:


  • What the SECURE Act aims to achieve and how it might be integrated into your portfolio
  • The pros and cons of provisions that affect business owners
  • How the  auto-enrollment feature can be a great incentive resource for employers
  • And more

Connect with Bridget Jarvis:


Connect with Scott Ferguson: