A Comprehensive Guide to SECURE 2.0 Provisions for Retirement Plan Sponsors
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.
Key Points
- Key Provisions Overview: Educate clients on the most significant provisions of the SECURE 2.0 Act, including changes to RMDs, new Roth contribution options, and increased cash-out limits.
- Implementation Guidance: Assist clients in understanding which provisions are mandatory and which are optional, helping them prioritize and implement changes effectively.
- Maximizing Benefits: Provide insights on how clients can leverage new features like employer matching on student loan payments and emergency savings accounts to enhance their retirement plans and support employee financial well-being.