Secure Act 2.0 changes directly impact Roth accounts, IRA, 401(k), 403(b), and many related tax breaks; however, for the purposes of this document, the focus will be on 401(k) and 403(b) plans.
Plan sponsors need to review their plan design, demographic data and discrimination testing to determine how the many features of the Secure Act 2.0 will impact their organization.
Running a people-focused business doesn’t mean simply saying you focus on service. Actions matter. With Innovative, you’ll know everyone on our team by name. But more than that, employee happiness, well-being, and engagement isn’t just something that we see as a ‘nice to have.’ It’s the very reason that you’re hiring us.
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