SECURE 2.0: An Overview of the Provisions Impacting Employers

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While most provisions of SECURE 2.0 will not take effect immediately, the legislation promises to alter the retirement landscape for millions of Americans ad the businesses that employ them.

Some of the most impactful changes include:

• New plan design opportunities that include the matching of student loans and emergency savings.
• Changes to the Required Minimum Distribution (RMD) beginning dates.
• Adjustments to the Long-Term, Part-Time Employee Requirements.
• Long-awaited changes to the Top-Heavy Rules
• Changes to Catch-Up Rules that will require Roth treatment for these types of deferrals.

Provisions included in SECURE 2.0 impact sponsors in a variety of ways, and it is important that retirement plan sponsors and small businesses understand how to take advantage of and stay in compliance with the new laws.  Requirements for plan sponsors go into effect as early as January 1, 2023, and as late as 2027.

Join this timely webinar to hear from retirement plan consultants and benefits consultants for an overview of the major provisions of SECURE 2.0 that will impact retirement plans.

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