Taking Action on SECURE 2.0, Ep. 121

Several years after the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 brought the first major changes to the U.S. retirement system in over a decade, more updates have been made. The SECURE Act 2.0. has brought largely good news for many people, giving them a better chance for retirement success and helping both employees and employers. So what does this mean for retirement plans and how will this impact your clients? In this episode, Steven will share several highlights of the new law and explain what this means for you and your clients.