SECURE 2.0 Implementation

Summary

Leading experts Erica McFarquhar, Deputy General Counsel at MissionSquare and Mike Hadley, Partner at Davis & Harman LLP discuss frequently asked questions and implementation steps employers may need to take in 2023 and beyond.

Note: Read our follow-up clarifications on coordinating the 457(b) catch-up limit.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on April 14, 2023.