SECURE 2.0 in Action – Implementation Tips & Year-End Strategies
The Legacy Lab
In Part 2 of our SECURE 2.0 series, Megan and Ashley are back with Tamara from RMC Group to dig into what implementation really looks like for businesses. From updating plan documents to navigating payroll coordination and employee communication, Tamara shares practical tips to help business owners and HR professionals successfully adapt to SECURE 2.0 changes. This episode also outlines key year-end strategies to make the most of 2025 tax credits and plan enhancements—whether you're starting a new retirement plan or improving an existing one.
Resources: https://rmcgp.com/tax-credit-calculator
The information provided in this podcast is for informational purposes only and does not constitute legal, financial, or professional advice. RMC Group recommends consulting with qualified professionals regarding your specific needs and circumstances.
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