Securing a Strong Retirement Act
What is SECURE 2.0 Act?
SECURE 2.0 Act of 2022, part of the Consolidated Appropriations Act (CAA) of 2023, builds on and expands the SECURE Act of 2019 to improve retirement-savings opportunities. The Act contains 92 new provisions to promote savings, boost incentives for businesses, and offer more flexibility to those saving for retirement.
SECURE 2.0 – IRS Proposed Regulations on Catch-Up-As-Roth Contributions Effective January 1, 2026
SECURE 2.0 – Update and Analysis on New Retirement Plan Provisions: What Employers Need to Know
Quick Update on Final Required Minimum Distribution (RMD) Regulations: What You Need to Know
SECURE 2.0 Expansion of the Employee Plans Compliance Resolution System (EPCRS)
Long-Awaited IRS Proposed Regulations for Long-Term Part-Time Employees
Required Minimum Distributions Update
The Evolution of Hardship Distributions
What Plan Sponsors Need to Know About The New Long-Term Part-Time Employee Rules
SECURE 2.0 Act – Roth Catch-Ups for High-Wage Earners Extended for Two Years
How the SECURE 2.0 Act will Impact your Retirement Plan Starting in 2025 and Beyond
How the SECURE 2.0 Act will Impact Your Retirement Plan in 2024
Legislative Highlights of SECURE 2.0 Act and Impact on Retirement Plans
Webinars:
SECURE 2.0 Part One – Webinar 2/28/2023
If you missed our February SECURE 2.0 – Part One webinar and want to learn about the SECURE 2.0 Act provisions impacting retirement plans in 2023, please check out the presentation handouts or the recording.
SECURE 2.0 Part Two- Webinar 3/28/2023
If you missed our March SECURE 2.0 – Part Two webinar and want to learn about the SECURE 2.0 Act provisions impacting retirement plans in 2024 and beyond, please check out the presentation handouts or the recording.