SECURE 2.0: Provision Overview and Key Adoption Considerations

Summary

In this webinar, leading experts Erica McFarquhar, Managing Vice President, Deputy General Counsel at MissionSquare, and Mike Hadley, Partner at Davis & Harman, LLP provide will share updates on SECURE 2.0, including the latest on:

• Recent required minimum distribution guidance.
• Exceptions to the 10% penalty on early withdrawals.
• Higher catch-up limits for ages 60-63.
• The Roth mandate for age-based catch-ups.

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 Aug. 23, 2024.