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A List of Current “To Do’s” for Retirement Plan Sponsors – SECURE 2.0 Act of 2022

President Biden signed The Consolidated Appropriations Act, 2023 in late December 2022. The final bill included the SECURE 2.0 Act of 2022 (“SECURE 2.0”). As we reported in a prior article, SECURE 2.0 contains a host of...more

Retirement Plan Challenges and Opportunities – SECURE 2.0 Act of 2022

Last Friday Congress passed its year-end omnibus spending bill avoiding a wide-spread government shutdown. We expect President Biden to sign this bill any day. The final legislation includes the SECURE 2.0 Act of 2022...more

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