Videos and Webcasts

SECURE Act 2.0: Reshaping the Retirement Landscape

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The long-awaited and much anticipated “SECURE 2.0” is here. This bill makes significant changes to most aspects of the retirement environment including expanded contribution limits and credits, enhancements of SIMPLE IRA arrangements, emergency saving account options in 401(k), and matching of certain student loan payments. In addition, we’ll cover changes to excesses, corrections, RMD and rollover rules. Lastly, the timing, amendment and effective dates of key provisions will be discussed.