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.

SECURE Act 2.0 Tomato Plant

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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.

 

 

Catch-up contributions for certain participants must be made on a Roth basis

Expansion of the Employee Compliance Resolution System (EPCRS)

Safe Harbor for corrections of employee elective deferral failures

Employers allowed to replace SIMPLE retirement accounts with Safe Harbor 401(k) plans during a plan year

Updating dollar limit for mandatory distributions

Emergency savings accounts linked to individual account plans

Special rules for certain distributions from long-term qualified tuition programs to Roth IRAs

Starter 401(k) and Safe Harbor 403(b) plans for employers with no retirement plan

Exemption for certain automatic portability transactions

Retirement Emergency Expenses Withdrawals

Family Focus Dream Builder Dinner Non-Profit Fundraiser

Family Focus Dream Builder Dinner Non-Profit Fundraiser

Restrictions Loosened in Employer Sponsored Plans for Environmental, Social and Corporate Governance (ESG) Investment Options

Restrictions Loosened in Employer Sponsored Plans for Environmental, Social and Corporate Governance (ESG) Investment Options