Watch and Learn
Explore a range of topics related to SECURE 2.0 implementations.*
How did SECURE 2.0 simplify plan administration?
Understand how SECURE 2.0 gives participants more control over distributions.
What is Roth?
Learn what a Roth account is and how it differs from other retirement savings options.
What does “self-certification” mean?
SECURE 2.0 allows for more self-certification. Find out what that is and how participants can do it.
Recent IRS Guidance
Learn the four key pieces of guidance provided by the IRS on distribution regulations.
Guidance on Overpayments
Get an overview of the additional flexibility provided to plan sponsors to self-correct overpayments.
Does the Roth mandate apply to all catch-ups?
The short answer: No. Understand the limitations around the Roth mandate.
Elimination of Roth from RMD Calculation
Learn how and why SECURE 2.0 changed the way that RMDs are calculated.
Implementing the Optional Student Debt Repayment Match Provision
Here’s what you need to know to use this optional provision with your participants.
What is the Qualified Disaster Recovery Distribution provision?
Dive into the new parameters and requirements around disaster relief.
SECURE 2.0 RMD Changes: Spouses Who Become Beneficiaries
Hear how RMD payments may be smaller for spouses who become beneficiaries.
What is the “First Day of the Month” rule change in SECURE 2.0?
Know the rule and decide whether to make changes to your plan.
Additional SECURE 2.0 Required Minimum Distribution Changes
Explore the RMD changes made beyond the age increase.
