SECURE 2.0 – Terminated Participant Options and Best Practices

  • 20 Jul 2023
  • 11:00 AM - 12:00 PM


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SECURE 2.0 – Terminated Participant Options and Best Practices

New options for Plan Sponsors:

  • Auto Portability – what is it and how it works (and doesn’t)
  • New thresholds for auto rollovers in 2024
  • Uncashed checks best practices
  • Missing participants

About our Speaker: 

Chris Francis is responsible for business development of Millennium’s Retirement Services Solutions. He has over 23 years of experience and expertise in the retirement plan and payroll provider marketplace.

Prior to joining Millennium Trust, Chris was with Paychex, Inc. for 4 years. During that time, he provided retirement and full HCM solutions to mid and large sized businesses. Before Paychex, Mr. Francis was a vice president at Allianz Global Investors for 15 years preforming investment consulting including RIA consulting.

Chris holds a Bachelor’s of Arts degree from the State University of New York College at Geneseo. He is a Certified Behavioral Finance Analyst (CBFA). Chris has also obtained FINRA Series 7, 63, 65 licenses and the CISP designation from the American Bankers Association.

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