SECURE 2.0 Act Webinar Resources

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Slide 3: SECURE 2.0 Act – Background

• What’s in SECURE 2.0?

Slide 10: Action Items for All Employers

• Roth Adoption Communication Kit

Slide 11: Survey

• Survey link

Slide 15: Roth Adoption Step-by-Step Implementation Process

• Roth Adoption Checklist

Slide 16: Step 1: Complete the Roth Adoption Agreement

• Request the PERAPlus Roth Adoption Agreement from DefinedContribution@copera.org

Slide 18: Step 3: Return Signed Roth Adoption Agreement

• Email signed/completed Roth Adoption Agreement to DefinedContribution@copera.org

Slide 19: Step 4: Roth Activated!

• Roth Adoption Communication Kit

Slide 20: Step 5: Remit Roth Contributions

• Contact your PERA Employer Representative for guidance at EmployerRelations@copera.org

Slide 21: We Are Here to Help You!

• 401(k)/457 Contribution Reporting Quick Start Guide
• PERA’s 401(k) and Defined Contribution Plan and Trust Document
• PERAPlus 401(k) Plan Enrollment Guide
• PERAPlus 457 Plan Enrollment Guide

Slide 23: Survey

• Survey link