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Daybright Financial
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Director, Strategic Accounts and Channel Development July Business Services
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Internal Channel Sales Team Lead July Business Services
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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SECURE 2.0 Brings Significant 401(k) Plan Changes (PDF)
Willkie Farr & Gallagher LLP
[Guidance Overview] Jan. 17, 2023 7 pages. "[A]ll 401(k) plans will be impacted by the Act in some way. Although many of the changes in SECURE 2.0 are not effective until 2024 or 2025, some changes will affect plans in 2023.... [P]lan sponsors should begin examining operational compliance considerations ... Plan sponsors will have until the last day of the plan year beginning on or after January 1, 2025 (i.e., December 31, 2025 for a calendar year plan) to adopt SECURE 2.0 plan amendments." |
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