SECURE Act 2.0 Checklist

The SECURE Act 2.0 represents a major overhaul of 401(k), 403(b) and other defined contribution retirement plans. The new law has more than 90 provisions that will reshape new retirement plans and affect existing ones. This checklist goes over some of the major changes in SECURE Act 2.0 and the essential provisions you need to know about.

View the Checklist to learn more about how the SECURE Act 2.0 represents an across-the-board transformation of retirement plans.

SECURE Act 2.0 Checklist

This content is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.

HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate.

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.

Q1 2024 Retirement Plan Newsletters

We are pleased to provide you with our latest quarterly newsletters – Retirement Insights (for Plan Sponsors) and Reach for Retirement (for Plan Participants – in both English and Spanish).

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