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.

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.