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.
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.
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