SECURE 2.0 in Action – What’s Already in Effect & What’s Coming in 2025
The Legacy Lab
In this episode of The Legacy Lab, we dive deep into the transformative changes brought by the SECURE 2.0 Act, focusing on what business owners need to know now and in 2025. Join me as I welcome Tamara Middleton, our VP of Pensions, who breaks down the new auto-enrollment requirements and the innovative retirement plan options available to enhance your business. We’ll discuss essential tax incentives for establishing 401(k) plans, the implications of student loan matching, and the importance of maintaining compliance while maximizing benefits. Stay tuned as we prepare for upcoming changes and ensure your organization is ready to thrive in the evolving landscape of retirement planning. Don't miss our next episode, where we’ll explore tactical implementation strategies for HR professionals and business owners.
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