Innovative Launches Secure 2.0 Act Readiness Checklist!
Secure Act 2.0 changes directly impact Roth accounts, IRA, 401(k), 403(b), and many related tax breaks; however, for the purposes of this document, the focus will be on 401(k) and 403(b) plans.
Plan sponsors need to review their plan design, demographic data and discrimination testing to determine how the many features of the Secure Act 2.0 will impact their organization.
