Employee Benefit Advisor – Winter 2022

Employee Benefit Advisor – Shannon & Associates LLP | Kent, WA

SECURE Act 2.0

The SECURE Act 2.0 of 2022 (“SECURE 2.0”) became law as part of the Consolidated Appropriations Act of 2023. SECURE 2.0 builds on previous legislation–Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), signed into law in December 2019, to improve retirement savings opportunities for workers.

Learn about this and more…

  • SECURE ACT 2.0
  • Properly Maintaining 401K Plan Records and Why it is Important
  • Retirement Benefit Plan Limitations
  • Ethics Hotline

Learn more…

eNewsletter version – Winter 2022

PDF version – Winter 2022

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