All Resources

Help clients explore the tax credits available under the SECURE 2.0 Act, including eligibility criteria and potential savings, using the Tax Credit Calculator.

Help your clients navigate the new automatic enrollment requirements for retirement plans under the SECURE 2.0 Act. 

Help clients understand the new tax credit for including military spouses in their employer-sponsored retirement plans under the SECURE 2.0 Act, guiding them through eligibility criteria and benefits.

Help your clients understand the improved coverage and new eligibility rules for long-term part-time (LTPT) employees under the SECURE 2.0 Act.

Help clients understand the Pension-Linked Emergency Savings Accounts (PLESAs) introduced by the SECURE 2.0 Act, and guide them through the implementation and benefits of PLESAs.

Help your clients navigate the complexities of the SECURE 2.0 Act and its impact on their retirement plans by sharing essential information on key provisions relevant for them. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined benefit and cash balance plans. 

Help clients prioritize the key provisions of the SECURE 2.0 Act for their defined contribution plans, guiding them through the most impactful changes, helping them comply with the provisions. 

Guide sole proprietor clients through the process of establishing and funding their 401(k) plans, helping them take full advantage of the new provisions under SECURE 2.0.

Help your clients prioritize the key provisions of the SECURE 2.0 Act for their individual retirement account.