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With over 92 different retirement plan provisions, it’s a lot to unpack – but we did it! This new legislation has the potential to help you and your employees not only save more for retirement, but increase financial security and decrease debt.
Here’s a helpful summary of the SECURE Act 2.0 and the implications it may have for you, your plan and participants.
Understand the pros, cons, and considerations for moving forward It started with a simple question during a leadership meeting: “What’s in our 401(k) plan—and are plan provisions still working for our team the way they should?” The CEO glanced around the room. No one had a clear answer. The plan
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