The Secure 2.0 Act, passed in 2022, is poised to introduce significant reforms to the U.S. retirement plan system, with several key provisions set to roll out between 2023 and 2026. As we stand on the brink of these changes, it’s important that financial professionals grasp the implications and prepare to guide consumers through the transitions.
Here are some upcoming regulatory changes from Secure Act 2.0, and the details that financial professionals should take note of when working with retirees.
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