What you need to know for your retirement plan.
SECURE 2.0 is follow-up legislation to the SECURE Act of 2019 (Setting Every Community Up for Retirement Enhancement Act of 2019.) It expands upon and clarifies several items in the prior legislation. It will have a large impact on qualified retirement plans such as 401(k)s. It is also very clear that significant regulatory guidance from the IRS and DOL will be necessary as well.
This PDF guide covers provisions effective in the Plan Years 2023, 2024, 2025 and beyond.
For informational purposes only. Not intended as legal or tax advice. Advisory Services are offered through Alliant Retirement Consulting, a federally Registered Investment Advisor.