The first of UBT's two-part series on SECURE 2.0 from March 22, 2023. The webinar addressed key provisions of SECURE 2.0 relating to employer-sponsored plans.
The second of UBT's two-part series on SECURE 2.0 from March 29, 2023. The webinar addressed key provisions of SECURE 2.0 relating to employer-sponsored plans.
We put together some sample scripts for frequent banking scenarios in hopes that having some guiding verbiage could be useful the next time you visit your bank.