Secure 2.0 Act: What Employers Need to Know

Secure 2.0 Act: What Employers Need to Know

The SECURE 2.0 Act was signed into law on December 29, 2022 to advance lawmakers’ goals of increasing access to defined contribution plans and improving retirement plan effectiveness. This legislation includes 90 provisions some of which refine and amend aspects of the 2019 SECURE Act.

The Act’s provisions will require advanced planning, discussions with your service provider, and communication to your employees.

It’s time to prepare! Watch the webinar recording below where we discuss SECURE 2.0 and its impacts for employers and their participants. Presenters: Francis Investment Counsel – Kevin Skow CPC, QPA, QKA and Kelli Send CFP, M. Ed. and Dewitt LLP – Brian Anderson JD. Moderator: Francis Investment Counsel – Joe Topp.

Presentation Materials