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What Plan Sponsors Need to Know to Prepare for the SECURE 2.0 Act

What Plan Sponsors Need to Know to Prepare for the SECURE 2.0 Act

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June 2023

Congress passed the SECURE 2.0 Act as part of the Consolidated Appropriations Act (CAA) of 2023. It gets its name from the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, which made numerous changes to IRAs, 401(k)s and other popular retirement plans. This article offers an overview of this process, along with tips for how plan sponsors can prepare.

View the full article here.