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Retirement Plan Law SECURE Act 2.0

Nurture your retirement accounts by following SECURE Act 2.0 laws now. 

See the retirement plan laws by year – 2023 and forward. Discover how you can make the most of the laws effecting you, your company, and employees. Get retirement plan law SECURE Act 2.0 updates here.

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Please note that the Retirement Plan Law SECURE Act 2.0 page will continue to be developed and built. Additional years are in development and updates will be made as we receive further guidance provided by the IRS and DOL.

 

 

Review & Report to Congress Relating to Reporting & Disclosure Requirements

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Higher Catch-Up Limits for Employees at age 60, 61, 62, & 63

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Automatic Enrollment Expanded in Retirement Plans

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Defined Contribution Plan Consolidation Notices

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Asset Allocation Funds Performance Benchmarks

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Retirement and Workforce Facts: Did You Know?

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Required Minimum Distribution (RMD) Changes

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Employer Contributions Can Now Be Treated as Roth Contributions

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Penalty Free Early Withdrawals for Qualified Public Safety Employees

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Modified Retirement Plan Notices to Unenrolled Participants

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Clarification of substantially equal periodic payment rule

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