Secure 2.0
SECURE 2.0 for 2024: What you really need to know
SECURE 2.0 was enacted on December 29, 2022, as a part of a larger omnibus spending bill. Building off SECURE Act…
Long-term Part-time Workers
SECURE 2.0 includes several provisions that are “dressed up” in bigger and better clothes than SECURE Act…
Special Edition: IRS Issues Guidance on Catch-ups
On August 25, 2023, the Internal Revenue Service (IRS) announced an “administrative transition period” in…
Roth Roadblocks
You are probably tired of hearing about SECURE 2.0 by now and for good reason. It passed at the end of 2022…
IRS Issues Post-SECURE 2.0 Guidance on Self-Correction
SECURE 2.0 was enacted on December 29, 2022, and it included 92 provisions impacting retirement plans, plan…
Treichel Coaches Plan Sponsors on Fiduciary Governance + SECURE 2.0 in Oklahoma
Founder and Chief Solutions officer of Endeavor Retirement Bonnie Treichel spent a few days with the Kaci…
SECURE 2.0 is (Kind of) Making It Easier for Plan Sponsors
SECURE 2.0 was enacted on December 29, 2022. In this series of updates, along with our Complete Guide to SECURE 2.0…
Provisions of SECURE 2.0 Focused on Creating Flexibility for Savers
SECURE 2.0 was enacted on December 29, 2022. With nearly 100 provisions, SECURE 2.0 can feel overwhelming—making it…
SECURE 2.0: A Perspective for Retirement Plan Practitioners
SECURE 2.0 comes in at nearly 100 provisions, making it a far more extensive piece of legislation than the original…
The Compass: SECURE 2.0 Expands Retirement Plan Coverage
To hear Bonnie speak about what SECURE 2.0 means to you, click here to watch video. SECURE 2.0 was enacted on Dec…
SECURE 2.0 Brings Expansive Changes to Retirement Programs
Congress brought holiday cheer to savers, small business owners and retirement plan sponsors to wrap up 2022.