Secure Act 2.0 (Part 2): Considerations for Employers

15/02/2023 50 min Episodio 24
Secure Act 2.0 (Part 2): Considerations for Employers

Listen "Secure Act 2.0 (Part 2): Considerations for Employers"

Episode Synopsis

As 2022 drew to a close, Congress passed new legislation that is going to impact and entice employers to put in place and/or tweak their current retirement plan. We're continuing with our two-part series featuring the notable changes that Secure Act 2.0 has introduced. Joined by Josh Sutin, of Chamberlain Hrdlicka, we're exploring the considerations that impact employers. Timecodes:0:06 - Introduction and overview on the topic of the day2:15 - What Secure Act 2.0 is trying to accomplish with retirement provisions8:07 - Auto-enrollment and the success many business owners find9:46 - How Secure Act 2.0 is impacting part-time workers12:33 - How Roth contributions have been addressed 14:45 - The hardship provision and what it entails23:23 - Retirement plan notices need to go out by employers each year35:30 - Secure Act 2.0 is trying to get businesses back on track following hard times39:30 - How you can get in touch with Josh and get your questions answered45:50 - It's important to stay on top of these types of changes47:37 - Closing remarksConnect with Joe Calao:WebsiteLinkedIn