Virtual Event

401(k)ology: What you need to know about SECURE Act 2.0

Thursday, February 23, 2023

The new retirement plan legislation known as “SECURE 2.0” is a significant improvement to the retirement savings programs currently available to millions of American workers.

The enactment of this significant piece of legislation is exciting, but the change is sure to generate a lot of questions!

Many of the provisions that impact your 401(k) plan (or 403(b) plan) are mandatory, but there are some optional provisions that will become available over the next few years that you may want to add as an enhancement to your retirement plan program.

This session of Newfront Retirement Services Office Hours covers the key provision changes effective immediately, future provisions and effective dates, and an overview of what to expect regarding implementation and documentation. During the half hour, we’ll give you a crash course in all things “SECURE 2.0”.

Spoiler alert – there is a very “mega” provision that was not eliminated!

Click here to view the presentation slides.


Joni L. Jennings, CPC, CPFA™

Chief Compliance Officer, Newfront Retirement Services, Inc.