Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director 1/19/23 Steven Mendelsohn, EA, FCA, MAAA, MSPA; Pension Director 1/19/23

Secure Act 2.0 Changes Impacting Qualified Retirement Plans

SECURE 2.0 was signed into Law in December 2022. There’s a lot to unpack in it. This article is a Zenith American Solutions summary of some of what we feel are key changes. The Act includes a substantial number of changes and options for Trustees and other Plan Sponsors to review and consider.