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SECURE Act 2.0

  • 16 Mar 2023
  • 12:00 PM - 1:00 PM
  • Zoom


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Join Boston Women in Finance on ThursdayMarch 16 from 12:00pm- 1:00pm, "Secure 2.0" with guest speaker Kelly Lazzara, J.D. from Gallagher.

Program Description:

Secure Act 2.0 is a new law signed in by Congress. Kelly will discuss the key benefits for employees and what is required of employers going forward, it will increase the age of RMD's and raise plan catch-up contributions.

About our Speaker:

Kelly R. Lazzara, J.D.

Kelly Lazzara is the Senior Compliance Counsel in the Financial & Retirement Services practice area within Gallagher’s Benefits and HR Consulting division. Kelly joined the Gallagher retirement plan consulting team in October 2020, with over 15 years of compliance experience that has encompassed all areas of the employee benefits industry. In her role, Kelly is responsible for helping retirement plan sponsors deploy fiduciary best practices, mitigate compliance issues, and navigate the evolving regulatory and legislative landscape.

Prior to joining Gallagher, Kelly worked for Buck Global in its Compliance Consulting Practice and Reed Smith LLP in its employee benefits practice.

Kelly earned her Bachelor’s Degree in Journalism/Political Science from The Pennsylvania State University and her Juris Doctorate from the University of Pittsburgh School of Law.

Kelly assists Gallagher’s clients on all aspects of employee benefits law as it relates to defined contribution and defined benefit plans, including but not limited to plan administration questions and issues, plan document reviews and compliance, plan design, plan mergers, terminations, and general compliance issues and correction solutions. Kelly has also advised her clients on corporate transactions, including pre- and post-transaction work.

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