SECURE 2.0 Webinar

SECURE 2.0: Adoption Considerations and Process Overview

Recorded Dec. 5, 2024

In this webinar, we focus on helping you navigate the process of adopting new provisions. During this session, we will cover the following:

• Highlight your available resources.
• Walk through the adoption process step-by-step.
• Explore key considerations for adoption of provisions.
• Share the latest IRS guidance.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on Dec. 5, 2024.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.