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SECURE 2.0 Implementation: A New Era in Retirement Planning

SECURE 2.0 Implementation: A New Era in Retirement Planning

The SECURE 2.0 Act, passed in late 2022 and now in active rollout through 2025, is reshaping the landscape of workplace retirement planning. Designed to expand access, modernize plan design, and improve financial preparedness, the law introduces over 90 new provisions—many of which are now surfacing in HR departments across the country. Automatic Enrollment Takes […]
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SECURE 2.0’s Student Loan Matching

SECURE 2.0’s Student Loan Matching

A key provision in the SECURE 2.0 Act that took effect January 1 could be a game-changer for employers looking to assist workers with student debt while also bolstering retirement savings. However, the benefit seems to have been largely overlooked so far by many companies. The new legislation permits employers to match employees’ student loan […]
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