Overview
On January 10, 2023, Tom Robertson of Graystone Consulting and Brian Tiemann of McDermott Will & Emery LLP discussed key takeaways for Plan Sponsors as a result of the SECURE 2.0 legislation passed by the US Congress on December 23, 2022.
Discussion Highlights Included:
- RMD Age Increases
- New Catch-Up Contribution Tiers
- Student Loan Matching Capabilities
- Employee Emergency Savings Feature
- Changes to Hardship Withdrawal
- Auto-Portability Options
