Resources

The SECURE 2.0 Act: Part 2 DB Plans, SIMPLE, IRA, 403(b)/457 plans

On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions which are retirement plan related. Learn More >

The SECURE 2.0 Act: Part 1 401(k) Plans

On December 29, 2022, the SECURE 2.0 Act was included as part of a larger omnibus spending package. The legislation contained 92 provisions in total, almost all of which are retirement plan related. Learn More >

Small Employer Plan Credits - SECURE 2.0 ACT

Section 102 of the SECURE 2.0 Act amend the tax laws to increase the employer credit for small plan startup costs. Learn More >

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