How SECURE 2.0 Impacts Employee Financial Wellbeing

How SECURE 2.0 impacts employee financial wellbeing -About the Guide

Big changes are coming for employee retirement readiness and financial wellbeing strategies.

The SECURE 2.0 Act of 2022 contains several provisions designed to encourage more employers to adopt 401(k) plans and to make it easier for employees to save for retirement.

Download the SECURE 2.0 Guide to explore key provisions, including:

• Automatic enrollment and escalation
• Ability to 401(k) match on student loans
• Emergency savings accounts
• Increased age for required minimum distributions (RMDs)
• Higher catch-up limits
• Emergency withdrawals
• Employee self-certification for hardship distribution
• Lost and found database
• Roth accounts

Who this guide is for:

Benefits professionals & consultants looking to understand SECURE 2.0 and the provisions that impact employee financial wellbeing.

What you will learn:

• What is SECURE 2.0?
• What are the key provisions to know?
• When do these changes take effect?
• How can employers and consultants prepare to support employee financial wellbeing through these new guidelines?

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