This discussion is an overview of the recently passed SECURE 2.0 retirement legislation signed into law as part of the FY 2023 Omnibus Appropriations Act.
The bipartisan law is full of consequential provisions impacting retirement plans, small businesses, and individuals. Key policies in the final package include:
- The doubling of the startup tax credit for new small business 401(k) plans
- A new tax credit to help with employer matches
- Expanding automatic enrollment
- Allowing employees to match student loan payments with tax-favored 401(k) contributions
- New emergency savings opportunities
- Changes to the required minimum distribution rules.
Tune in to learn more about these and other provisions. Previously recorded January 19, 2023.
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