SECURE Act 2.0

Important Implications for Retirement

 Speaker Andrew Zito will discuss how the specific provisions will affect the sponsor, vendor(s), and participants.  Attendees can expect to have takeaways and action items regarding the specific situations involving their entity and retirement plan. 

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About the Speaker:

Andrew S. Zito, AIF, CFPA

Andrew is the president of Advus Partners.  He specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.

Andrew received a BS in finance from Bentley College. He also earned the Accredited Investment Fiduciary (AIF®) and the Certified Fiduciary Plan Advisor (CFPA) designations.