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Retirement Plan Administration Consultant Blue Ridge Associates
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ESOP Administration Consultant Blue Ridge Associates
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Anchor 3(16) Fiduciary Solutions
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Compass
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Managing Director - Operations, Benefits Daybright Financial
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Notable Provisions from SECURE 2.0: Perspectives and Observations
McDonald Hopkins 
[Guidance Overview] Jan. 13, 2023 "[1] Expanded automatic enrollment ... [2] Saver's match ... [3] Deferral of tax upon sale of S corporation stock to an ESOP ... [4] Emergency expense withdrawals; Emergency savings accounts ... [5] Age increase for required minimum distributions (RMD) ... [6] Increase in catch-up contribution limit; Catch-up contributions Roth requirement ... [7] Matching contributions on student loan repayments ... [8] Long-term part-time workers ... [9] Increase in mandatory cash-out limit." |
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