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On December 29, 2022, President Biden signed into law the Consolidated Appropriations Act, 2023, which contains an impressive collection of retirement...
The recent Moveit breach highlighted the need for plan sponsors to carefully vet service providers in order to protect participants’ assets, data and personal information.
The reforms complement the student loan matching provision and make it easier to use ABLE and 529 accounts for college savings.
The RMD change is straightforward, but the catch-up change, not as much.
SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward.