SECURE 2.0 Tag

American workers are struggling to save for retirement. In fact, only 43% of non-retired adults expect to be financially comfortable in retirement, according to a 2023 survey by Gallup. That same survey reveals that nearly half (48%) of workers expect that a workplace retirement plan such...

13 November, 2023

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (“SECURE 2.0”, HR 2954). The vote was largely supported by both parties (414-5). The Senate will likely act on the bill later this spring. While we expect several...

10 June, 2022