Agenda

✅ What SECURE 2.0 Really Means for Census Season
Ilene Ferenczy of Ferenczy Benefits Law Center unpacks what SECURE 2.0 really means for census season — from LTPT data and auto-enroll rules to catch-up limits, Roth provisions, and best practices for client communication — so firms are ready for year-end 2025 and early 2026.

✅ Payroll Connections: Getting Census Data Right at the Source
Finch’s VP of Product, Gayathri Somanath, leads this session on how payroll connections cut manual file chasing and errors at the source—streamlining LTPT tracking and enabling 360 Record-keeper Integrations, W3 Verifications, and recurring payroll pulls.

✅ Scaling Census Season Without Adding Staff
Automation turns census season from fire drills into proactive workflows—streamlined reminders, cleaner data, direct plan transmissions, and measurable ROI—led by Stax.ai Founder & CEO, Naru Muraleedharan.