Your Essential Guide to Implementing SECURE 2.0
The sweeping changes introduced by SECURE Act 2.0 set up significant opportunities for both plan sponsors and participants to enhance retirement outcomes. Several provisions hold the potential to create a positive impact on employees, and their integration within your organization can result in many benefits. While grappling with the 90 provisions of this legislation might appear daunting, HUB International can streamline the information you need to know and outline the necessary steps to take now.
For additional resources to help you with your fiduciary responsibilities, take a look at our SECURE Act 2.0 Infographic and SECURE Act 2.0 Checklist.
Disclosure
The views expressed in this presentation are the speaker’s own and not necessarily those of Faegre Drinker, HUB International or anyone else. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
HUB Retirement and Private Wealth employees may be Registered Representatives or Investment Advisor Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your financial professional for additional information about the provision of specific securities, investment advisory and insurance services by each broker‐dealer and registered investment adviser.
