On-Demand Webinar
Secure Act 2.0 - Now & in the future
Wendy Baker
Senior Legal Counsel, Retirement Products
Marc Fowler
Director of Retirement Education
Secure 2.0 has 90+ provisions and understanding all of them can be daunting.
Join Wendy Baker, Senior Legal Counsel: Retirement Product & Compliance as she provides a breakdown of the most important components affecting employers and employees.
For Employers:
- Auto-enroll will be required for all plans launching in 2025 or later.
- Additional tax credits can help small businesses offset the cost of offering a retirement plan.
- Small financial incentives may be offered to employees to signup for retirement plans.
401(k)s aren’t expensive anymore
Let us take the hassle out of the day-to-day operations of managing your 401(k). We will create employee accounts, process contributions every pay period and sync them with your payroll provider, and ensure that compliance testing and paperwork is completely taken care of.