SECURE 2.0 in 20 Minutes: What This Legislation Means For Your Organization

In December 2022, a set of retirement plan reforms were signed into law. Do you understand how this impacts your business?

In this quick hit Friends with Employee Benefits podcast episode, host, Jeff Cross, sits down with Sean Patton, SVP of Retirement Services for OneDigital New York, to cover why SECURE 2.0 was created, what the impact will mean for your organization + your people, what deadlines are approaching, and what employers should be thinking about now to implement in the future.

To better understand how SECURE 2.0 may impact your plan and your employees, connect with a OneDigital Retirement Adviser for a complimentary plan review and audit.

Do you like what you're hearing? Subscribe to our Friends with Employee Benefits podcast to access episodes on trending topics in the insurance, financial services and HR consulting space.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.