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.

Blogs:

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

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.