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SECURE Act 2.0

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On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which included SECURE 2.0 Act of 2022. Major provisions include emergency savings options, auto-enrollment requirements for new plans, part-time worker eligibility, and an employer match for student loan repayment. There will be no required minimum distribution rules for Roth portions of qualified employer plans. Regulations and other guidance will be posted here as they become available.

Blogs

Webcasts

Roth Catch-Up Rule: Final Regulations and Future Challenges

Roth Catch-Up Rule: Final Regulations and Future Challenges

The IRS has issued final regulations regarding the SECURE 2.0 Roth catch-up rule. The regulations do not extend the effective date of the rule until 2027. As a result, defined contribution plan sponsors must be up to date now on the nuances and implications of the final guidance. This webinar will cover the challenges plans will face, as well as the areas where we have some flexibility in implementing the new requirement. Make sure you have the knowledge you need to effectively engage your service providers in successfully navigating the challenging process of complying with this rule.

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Overviews of SECURE Act 2.0

Government Resources

Analysis of Select Provisions

Podcasts

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