FY24 A.I. Secure 2.0 Act: How It Affects Your 403(b) Plan

For the past 20 years, Mike has helped many public schools in providing his expertise in designing their 403(b) and 457(b) voluntary plans to be in compliance and to maximize their benefits. Through his collaboration, you will benefit from his dedicated comprehensive approach in providing your employees with a retirement benefit that meets your needs with a personal touch. Lastly, the Equitable solution offers personalized guidance around enrollment, education and investing to build a program that works for your employees. Mike is FINRA licensed and holds a Certified Retirement Education Specialist (CRES) certification through NTSA.

Phil Hahn, MPAS, CRES Phil has worked in the financial services industry for almost 25 years, helping financial professionals improve their practice through enhanced prospecting and marketing programs. Prior to joining Security Benefit in 2006, he spent 11 years at BTS Asset Management, a registered investment advisory firm, delivering institutional approaches to financial advisors and their client base. Phil earned a Bachelor of Science in Finance from the University of Massachusetts Dartmouth and a Master’s in Science in Financial Planning from the College of Financial Planning; he holds FINRA Series 6, 63 and insurance licenses.

As Regional Vice President for the Northeast, Gregg has been associated with Lincoln Investment since 2023 and has 34 years of industry experience. Most of his career has been devoted to working with education, municipal and healthcare workers in the 403b and 457 markets. He graduated from Rollins College with a degree in Economics.

David has been the Assistant Superintendent for Finance and Operations with the Lexington Public Schools since July 2019.  Prior to joining Lexington, he was the Director of Finance in the Bedford Public Schools for sixteen years.  David came to public education after ten years of service in state government and the nonprofit sector.  He holds a BA in Government and Economics form Clark University and a Masters in Public Administration from Suffolk University.