SECURE 2.0: Preparing for 2027 and Beyond

Summary

We discuss key SECURE 2.0 developments, including the upcoming implementation of the Saver's Match in 2027. Find out what it means for you and how MissionSquare can help.

In this webinar, we explore:

• Preparing your plan to accept the Federal Saver's Match
• Considerations for employees and ways to prepare them for the upcoming changes
• Roth rules and considerations for employers and employees

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 October 22, 2026.