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SECURE Act 2.0

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SECURE Act 2.0 Reference Guide
The SECURE 2.0 Act was passed by Congress on December 23, 2022, as part of the Consolidated Appropriations Act of 2023. This retirement plan legislation builds upon the Setting Every Community Up for Retirement Act of 2019 (SECURE Act of 2019) a...
How The SECURE 2.0 Act Will Affect Your Retirement Plan - 2023 Provisions
SECURE 2.0 presents major changes to the U.S. Retirement System. Due to the volume of changes that SECURE 2.0 presents, it is important to separate out its provisions into smaller segments. The following is a high-level summary of selected provisi...
2025 SECURE ACT: Long-Term Part-Time Employees (LTPTs)
Effective for plan years beginning after December 31, 2024, long-term, part-time, employees (as defined in SECURE 2.0) must be permitted to make elective deferrals after two consecutive 12-month periods with at least 500 hours of service. This...
Mandatory Roth Catch-Up Contributions in 2026 New
Starting in 2026, employees earning more than $145,000 in prior year FICA wages must make 401(k) and 403(b) catch-up contributions as Roth rather than pre-tax. In light of the extensive payroll coordination and planning required to administer catch-...

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