Secure Act 2.0 and retirement plan

SECURE 2.0 Act – What Businesses Need to Know for Their Retirement Plan

Designed to make it easier for employees to save for retirement, the Secure Act 2.0 was signed on 12/29/22 and changes are still going into effect. Kathy Flattmann, CPA explains what businesses need to know for their retirement plan. It is a good idea for employers to review their plan document and determine what, if any, amendments will be needed.

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