Secure Act 2.0 made over 100 changes to the rules governing employer-sponsored retirement plans (e.g., 401(k), 403(b), and simple IRA plans). Employers have underestimated the regulatory requirements of the Secure Act, which are necessary to keep their retirement plan in compliance.
In this webinar, we’ll review the key requirements of Secure Act 2.0, including: mandatory coverage of part-time employees in the retirement plan, new 5500 audit rules for qualified plans, the elimination of pre-tax catch-up contributions in 2026 for high-wage earners, simple IRA Roth contributions, mandatory auto-enrollment starting in 2025, the new age 60 to 63 catch-up contributions, large tax credits available for start-up plans to offset plan costs, employer contributions, and auto-enrollment and more.
If you have any questions, please reach out to hello@forework.com.
SPEAKERS:
Emina Poricanin, CEO & Founder, Forework
Michael Ruger, Partner & CIO, Greenbush Financial Group
Title: Secure Act 2.0 - What Employers with Retirement Plans Must Know to Stay in Compliance
Date: June 18, 2024
Time: 12:00 p.m. ET
Location: Online Via Zoom
Click on the link below to register and secure your spot for this webinar.
