Nevin & Fred: SECURE 2.0 Choices and Savings Trends

National Association of Plan Advisors [NAPA]

The SECURE 2.0 Act of 2022 included dozens of new OPTIONAL plan design choices for plan sponsors — Nevin (Adams) and Fred (Reish) explore the findings of a new survey of which ones plan sponsors are most likely to adopt.

To gain a better understanding of what optional provisions of the SECURE 2.0 Act that plan sponsors are most likely to adopt, Fidelity Investments recently invited over 2,000 clients to participate in a survey — and from that derived the top five-ranked optional provisions. In this episode, Nevin (Adams) and Fred (Reish) talk about those options — and THEIR favorites.

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