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SECURE Act 2.0

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On December 29, 2022, President Biden signed the Consolidated Appropriations Act, 2023, which included SECURE 2.0 Act of 2022. Major provisions include emergency savings options, auto-enrollment requirements for new plans, part-time worker eligibility, and an employer match for student loan repayment. There will be no required minimum distribution rules for Roth portions of qualified employer plans. Regulations and other guidance will be posted here as they become available.


SECURE 2.0 Act—Get the Most out of Your Plan

SECURE 2.0 Act offers employers various ways to change their plans including the ability to include student loan benefits in plans, tools to help employees establish an emergency savings account, expanded tax credits for new retirement plans and more.

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