SECURE 2.0 Implementation

SECURE 2.0 – 2023 Governmental Plan Implementation

Leading experts Erica McFarquhar, Deputy General Counsel at MissionSquare Retirement and Mike Hadley, Partner at Davis & Harman LLP discuss frequently asked questions and implementation steps employers may need to take in 2023 and beyond.

Note: Read our follow-up clarifications on coordinating the 457(b) catch-up limit.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on April 14, 2023.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.