SECURE 2.0 End of Year Legislation Update, On-Demand Recording

December 7, 2023 401k Plan Professionals

Our advisor, Gina Buchholz, discusses 20 of the 92 provisions included in the SECURE 2.0 legislation. These provisions include emergency savings options, expanded withdrawal options, new opportunities for Roth contributions/rollovers, and student loan matching programs.

This end of year update provides more detail on SECURE 2.0, which was passed on December 29, 2022.

SECURE 2.0 builds on the Setting Every Community Up for Retirement Enhancements (SECURE) Act of 2019.

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