How to Prepare for SECURE Act 2.0

A 5-Step Implementation Plan for Retirement Providers

Written to expand coverage and increase retirement savings for millions of Americans, SECURE ACT 2.0 introduced some major changes to retirement plans nationwide. 

Retirement plan providers must ensure they have the right people, processes, and technology in place to ensure they remain compliant – the bill passed in 2019 and many components are already starting to be enforced.. 

Luckily, we’ve done the research to arm retirement providers with what you need to know about the law – download the implementation plan and learn:

  • What sections of the Act are most relevant to retirement plan providers 
  • 5 steps providers should follow to maintain compliance
  • How to evaluate your options and choose the best solution

Download the whitepaper

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