This brief highlights ten key elements of the just-passed Secure Act 2.0 that will impact workplace benefits and retirement plans.
10 Things You Need to Know About SECURE 2.0
This material was created for educational and informational purposes only and is not intended as ERISA,
tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice
services must be obtained on your own separate from this educational material.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC (GRP), a registered investment advisor. Insurance services offered through HUB International. GRP, Washington Financial Group and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group is the approved name under which LPL Financial business is conducted.