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Refresher on Tax Loss Harvesting
PIMCO's Advisor Education
2023 Tax Planning Considerations and Opportunities
Bonds are Back: Making the Most of Today’s Market
PIMCO Education

Secure Act 2.0: Key Provisions and Implications(video)

Secure Act 2.0: Key Provisions and Implications

New provisions of Secure Act 2.0 have expanded the opportunities for Americans to save for retirement. Watch John Nersesian, head of Advisor Education, summarize the key benefits for retirement plan participants and their beneficiaries. Visit to learn more about this and other topics.

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John Nersesian

Head of Advisor Education

Mr. Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments. Previously, he was a first vice president at Merrill Lynch Private Client Group, where he also led advanced training for financial consultants. He served as a board member of the Investments and Wealth Institute (IWI, formerly IMCA) from 2006–2017 and as chairman for the 2014–2015 term, and he is a faculty member for the IWI Certified Private Wealth Advisor (CPWA) and Certified Investment Management Analyst (CIMA) education programs held at Yale University and The University of Chicago. He has 38 years of investment and financial services experience and holds an undergraduate degree in business and economics from Lehigh University.