Evan Giller's Article on Secure 2.0 for NBOA

After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle Consulting Group, published an article for NBOA on SECURE 2.0 & Retirement Plans: What Independent Schools Need To Know Now.

The article outlines the new law, aimed to help Americans prepare for retirement, impacts schools’ 403(b)/401(k) retirement plans, and leaders need to prepare.

You can read the article here.

Sherrie Boutwell and Evan Giller at the 2023 NBOA Annual Meeting.