Guide to SECURE 2.0 for 2025
SECURE 2.0 was enacted on December 29, 2022. Since then, plan sponsors, recordkeepers, and fiduciaries in the retirement space have been actively preparing for the changes introduced by its’ over 90 provisions. While the provisions from SECURE 2.0 were designed to enhance retirement security and in some cases make administration for plan sponsors easier, they also present challenges for plan sponsors, recordkeepers, third party administrators (TPAs), payroll providers, and participants. To learn more about SECURE 2.0 and what to be aware of in 2025, check out Endeavor Retirement’s SECURE 2.0 Guide for 2025. This guide can be provided to plan sponsors to assist with client conversations.
In this guide…
- You will learn about the various categories of SECURE 2.0 provisions
- Plan sponsor tips and tricks for navigating through the provisions
- Key mandatory provisions for 2025
- Key optional provisions
- Considerations and opportunities for small businesses
- Action items for plan sponsors
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