Three Things to Know About Secure Act 2.0 – Part 1 (Employer Plans)

By Mark Scheffler|2023-02-16T15:21:29-06:00February 16th, 2023|

Mark Scheffler welcomes Grace Anderson, Private Client Advisor and Advisor to Employer-Sponsored Plans with Appleton Group to discuss three things you need to know about the Secure Act 2.0.

Mark Scheffler, AIF®, hosts this episode of On the Right Side of the Market, highlighting current investment and economic issues, clearTREND® recommendations for the positions used in all Appleton Group managed portfolios, global investment trends, and more (select 1080p HD for best resolution, 720p HD for slower connections).

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About the Author: Mark Scheffler

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 26 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio strategies. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016.

Three Things to Know About Secure Act 2.0 – Part 1 (Employer Plans)

Mark Scheffler welcomes Grace Anderson, Private Client Advisor and Advisor to Employer-Sponsored Plans with Appleton Group to discuss three things you need to know about the Secure Act 2.0.

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About the Author: Mark Scheffler

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