Secure Act 2.0: We have you covered
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When it comes to SECURE Act 2.0,
Everence® has you covered
We will provide updates as they continue to be delivered
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Everence is working with our partners to determine the best course of action to start implementing these rules and regulations.
- SECURE Act 2.0 has 91 different retirement plan provisions, which will be enacted from 2023 through 2026.
- Even with the provisions available now, plan documents have to be rewritten (for SIMPLEs, SEPs, 401(k)s, and 403(b)s) and systems will be updated to accommodate these changes.
- We are working with all our record keeping and administrative partners.
If you have any questions regarding a specific provision within SECURE Act 2.0 or would like to see the provisions, we will be glad to share this information with you.
As always, your financial consultant is available by phone, by email, by Zoom or in person. |
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