Employee Benefit Plans Alert | How Does the SECURE 2.0 Act Affect Your Retirement Plan?

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Employee Benefit Plans Alert

How Does the SECURE 2.0 Act Affect Your Retirement Plan?

By Louis F. LiBrandi, Principal and Anthony Bianchi, Tax Supervisor

President Biden signed into law The Consolidated Appropriations Act, 2023 (the Act) in December 2022. The Act includes the SECURE 2.0 Act of 2022 (SECURE 2.0) which includes provisions that will directly impact 403(b) plans. Sponsors of such plans should be aware of the changes that will take place.

Contact Us:

The Employee Benefit Services Group at PKF O’Connor Davies is available to assist employers with all aspects of employee benefit plan compliance. For more information, please contact your client services partner or either of the following:
 

Timothy J. Desmond, CPA
Partner-in-Charge
Employee Benefit Services
[email protected] | 551.249.1728
 

Louis F. LiBrandi, EA, CEBS, ChFC, TGPC
Principal
Employee Benefit Services Group
[email protected] | 646.449.6327
 

Anthony Bianchi, CEBS
Tax Supervisor
Employee Benefit Services Group
[email protected] | 646.449.6385
 

PKF O’Connor Davies provides the information in this e-newsletter for general guidance only, and it does not constitute the provision of legal advice, tax advice, accounting services, or professional consulting of any kind.

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