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RPAG’s Fiduciary Update

February 28, 2024 | Webinar
By Ashley Passow

The IRS recently released more than 100 pages of guidance on several key provisions of the SECURE Act 2.0. Specifically, the IRS guidance answers important questions regarding:

  • Expanding automatic enrollment in 401(k) and 403(b) plans
  • New tax credits for plan startup costs and employer contributions
  • Terminal illness distributions
  • Safe harbor corrections for failing to properly implement employee 401(k) and 403(b) elections
  • Optional treatment of employer contributions as Roth contributions.

Learn more about actions you should be taking now to help your clients design the terms and features of their tax-qualified retirement plans to align with these new rules.

Presenters
john-nelson-Webp

John Nelson
John leads Meridian Retirement Plan Advisors, founded in 1997, offering comprehensive consulting, investment, and plan design services. A nationally recognized ERISA attorney and investment advisor, he’s active in various professional associations.

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