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By David M. Desmarais
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By Jessica O. Ashley
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The Securing a Strong Retirement Act, H.R. 2954, otherwise known as the SECURE Act 2.0 provides changes to numerous retirement plan provisions, including IRAs, RMDs, 529 plans, catch-up contributions and more. We've gathered blogs on these key SECURE Act 2.0 provisions to help you and your business implement important retirement changes.
Here's our latest content on retirement plan updates that will impact you and your business.
The SECURE Act 2.0 is poised to make a big impact on employer provided retirement plans and individual retirement plans. Are you in or nearing retirement? Pay close attention to the RMD age requirement change, higher catch up contributions, matching contributions to Roth accounts and more.
If you’re years away from retirement, there are still opportunities for you to plan. Check out our blogs for more on 529 plan rollovers, automatic enrollment in 401(k) and 403(b) plans, student loan debt and more.
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By Jessica O. Ashley September 05, 2024
By Daniel M. Andrea September 03, 2024
By David M. Desmarais August 29, 2024