SECURE 2.0 Act Relief for Plan Corrections
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secure20act
Explore "secure20act" with insightful episodes like "SECURE 2.0 Act Relief for Plan Corrections", "SECURE 2.0 Act – More Relief for Plan Administrators", "Beneficial Changes for Your Retirement Planning # 382" and "SECURE 2.0 Act – Highlights and To Do’s for 2023" from podcasts like ""Williams Mullen's Benefits Companion", "Williams Mullen's Benefits Companion", "Your Life Your Wealth" and "Williams Mullen's Benefits Companion"" and more!
Episodes (4)
SECURE 2.0 Act – More Relief for Plan Administrators
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt shares more good news for benefit plan administrators, this time under the banner of the SECURE 2.0 Act. Highlights include a discussion of the relief granted for the self-correction process and the recovery of inadvertent benefit overpayments.
Beneficial Changes for Your Retirement Planning # 382
With the SECURE 2.0 Act signed into law, there are many changes that can impact your retirement planning over the next few years. Mercer Advisors’ John Walker, Regional Vice President, and Mercer Advisors’ Dennis Jablonoski Certified Retirement Plan Specialist, discuss some of these revisions. There are new opportunities regarding required minimum distributions, workplace retirement plans, educational savings plans and more. If you’d like more in-depth information on SECURE 2.0 Act from Mercer Advisors please click here.
Listening Time: 27 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
SECURE 2.0 Act – Highlights and To Do’s for 2023
At the end of 2022, President Biden signed the highly anticipated SECURE 2.0 Act into law. On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt reviews highlights of the new law, including what employers need to focus on for this fiscal year to stay in compliance.