The SECURE 2.0 Act was signed into law on December 29, 2022 to advance lawmakers’ goals of increasing access to defined contribution plans and improving retirement plan effectiveness. This legislation includes 90 provisions some of which refine and amend aspects of the 2019 SECURE Act.
The Act’s provisions will require advanced planning, discussions with your service provider, and communication to your employees. It’s time to prepare! Watch the recorded webinar below to access our discussion on SECURE 2.0 and its impacts for employers and their participants.
We cover 1) Key provisions of the Act, 2) Mandatory vs. optional provisions, 3) Impacts and benefits for participants, and 4) Concrete action plan for plan sponsors.