SECURE 2.0 Act

January 03, 2023

Happy New Year from all of us at RDFA.  We hope 2023 is off to a great start for you.

In late December, SECURE 2.0 Act was signed into law in the massive omnibus bill passed by Congress.  Believe it or not, the text for SECURE 2.0 started on page 2046 of the legislation!!  I've attached a piece that was written just prior to passage  that outlines key provisions of the Act.

SECURE 2.0 Act

We will certainly be talking with clients about the new rules, and how it impacts their particular situation.  If you have any specific questions, don't hesitate to let us know.

Have a great week.