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What Plan Sponsors Need To Know About Secure 2.0

May 17, 2023 | Categories: Will’s Touches

As a business owner or someone in charge of your organization’s 401(k) plan, if you haven’t reviewed your retirement plan, you might want to dig that plan document up or go online to find out how some of the Secure Act 2.0 would impact you. Some of the provisions do not go in place until next year, but reviewing now to get plan amendments before they may be necessary would be a good idea. Please read the following article for more information, and if you have a plan that you would like to have a free review, let us know.

Secure Act 2.0 Summary