Category Archives: Secure Act 2.0

A Timeline of Secure Act 2.0 Changes for 2023

At this time of writing, we find ourselves in a period of significant changes in retirement planning, thanks to the Secure Act 2.0. This landmark legislation introduces a series of amendments aimed at enhancing the retirement system and bolstering Americans’ financial preparedness for retirement. The Secure Act 2.0 builds upon its predecessor, introducing several critical […]

Read More

IRS Postponement of Mandatory Roth Catch-up for Higher Paid Employees Under Secure Act 2.0

The Internal Revenue Service (IRS) recently announced a significant development for higher paid employees participating in Roth retirement plans. Under the Secure Act 2.0, the IRS has postponed the implementation of mandatory Roth catch-up contributions. In this blog post, we aim to educate our customers about this postponement, its potential impact, and what it means […]

Read More