SECURE Act 2.0 Webinar and Summary

SECURE Act 2.0 – Reshaping the Retirement Landscape

The long-awaited and much anticipated “SECURE 2.0” is here. Below is a webinar hosted by TRA and Retirement Learning Center providing an overview of the many aspects of the new retirement-related legislation known as SECURE 2.0. This bill makes significant changes to most aspects of the retirement environment including expanded contribution limits and credits, enhancements of SIMPLE IRA arrangements, emergency saving account options in 401(k), and matching of certain student loan payments. Other topics are covered such as changes to excesses, corrections, RMD and rollover rules. Lastly, the timing, amendment, and effective dates of key provisions are discussed.

Click here to review the SECURE Act 2.0 Summary


Consider TRA's 3(16) Fiduciary Services & Plan Administration

To alleviate the day-to-day administrative burdens of yours or your clients retirement plans.