You run a successful Business

You’re busy. You have limited time to look, listen, and determine if a plan makes sense for your situation. Most times, you need the facts. You want to look at the critical items yet understand how they would work for your organization.

Here’s a thought...

How about an easy-to-read, straight-to-the-point book that provides most of those answers? A book that you can go back to for reference when you need more clarity. Wouldn’t that be great?

Well, that’s why I wrote this.

The Secure Act 2.0 is part of the 4,155-page 1.7 trillion-dollar Omnibus budget bill. The Secure Act 2.0 builds on the first Secure Act passed in 2019. Both were designed to expand access to workplace savings plans at companies large and small and to improve the retirement savings opportunities for workers in the United States. While many new rules begin in 2024, a few important ones start in 2023. We will highlight the new rules and let you know what to anticipate in 2024. The good news is that employers aren’t forced to do anything they weren’t already doing. The Secure Act 2.0 allows for more options and increases employers’ incentives. So, let’s explore the opportunities.