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SECURE 2.0 Provisions with 2024 Implementation Dates | Verrill

Published: December 27, 2023

This post summarizes provisions of SECURE 2.0 that retirement plans may need or want to implement for 2024. While no amendments are required for plans heading into 2024, plan operations...

Source: jdsupra.com

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Plan OperationPart Time Employee EligibilitySpouse ElectionStudent LoanSavings Accounts LinkedIndividual AccountRetirement Plan DistributionsCertain EmergencyShould Plan Amendments