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SECURE Act 2.0

SECURE Act 2.0

On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which included SECURE 2.0 Act of 2022. Major provisions include emergency savings options, auto-enrollment requirements for new plans, part-time worker eligibility, and an employer match for student loan repayment. There will be no required minimum distribution rules for Roth portions of qualified employer plans. Regulations and other guidance will be posted here as they become available.


Secure Act 2.0—How Will It Impact Your Plan?

SECURE Act 2.0—How Will It Impact Your Plan?

The SECURE Act 2.0 of 2022 was included in the recent omnibus bill. The new law aims at increasing retirement savings and expanding coverage in employer-sponsored retirement plans. Join the webcast to walk through the myriad of legislative updates impacting plan contributions, tax credits, small employer plan options, student loan matching, auto-enrollment requirements, emergency savings accounts, required minimum distributions (RMDs) and more.

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