Benefit Insights Newsletter | Winter 2023

by | Feb 8, 2023

What’s Inside This Edition Of Benefit Insights?

  • The effective date of enactment for SECURE 2.0 Act of 2022
  • Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, and 1/1/25 for SECURE 2.0
  • Year-End Data Requests
  • Action items for SECURE 2.0 coming soon
  • Upcoming Deadlines for Calendar-Year Plans

Latest Insights

Disclaimer: The information contained within this article is provided for informational purposes only and is not intended to be a substitute for obtaining accounting, tax, legal, investment, or financial advice from a qualified professional. Consulting a qualified professional is crucial before making any decisions based on this information, as individual circumstances vary. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in this article is accurate, complete, reliable, current, or error-free. We assume no liability or responsibility for any actions taken or not taken based on the content of this article. In no way does this article create a client relationship.