"It does have some pretty big implications for those of you that either are a 401k plan participant or if you are the planned sponsor of a 401k plan, we wanted to kind of keep you updated so this doesn't hit you as a surprise because we do believe it's going to become law. It's just a matter of when and exactly what's included in the bill" - Kim Moore

The finer details in this episode:

  • Secure Act 2.0 major provisions and their implications explained
  • Qualifications and requirements that participants and plan sponsors need to know
  • What does this mean for younger professionals? for part-time employees? for employers?

Episode resources

  • Summit CPA website - www.summitcpa.net
  • Email us with questions - audit@summitcpa.net