SECURE Act 2.0 – Updates for 2024
May 13, 2024 8:00:00 PM
SECURE Act 2.0 – Updates for 2024
Topics: Form 5500, DOL, RMD - Required Minimum Distribution
Mar 31, 2023 12:30:00 PM
The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) contained provisions aimed at increasing access to tax-advantaged accounts and changes to required minimum distribution rules. The budget bill signed by President Biden on December 23, 2022 included the SECURE 2.0 Act of 2022 (“SECURE 2.0”). SECURE 2.0 builds on the SECURE Act with changes aimed to strengthen the retirement system and financial preparedness upon retirement.
Topics: ESOP & 401(k) Plans, RMD - Required Minimum Distribution
