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How the SECURE 2.0 Act of 2022 benefits your workplace

Insperity

workers who are in earlier or middle stages of their careers, their ability to contribute to a retirement savings plan has been hindered by household debt and repayment of student loan debt. In requiring employers to take actions that can improve their employees’ financial wellness, the SECURE 2.0 In December 2022, the U.S.

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How accountants can help their clients unlock 401(k) success

Guideline

As an accountant, you play an essential role in helping your clients achieve important short and long-term financial goals. But, whether you're a retirement novice or a seasoned expert, your clients may ask you to help guide them through setting up — and even managing — a 401(k).

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SECURE Act 2.0 Details: Key Takeaways for SMBs (and Brokers)

Extensis

Here are the major changes employers and brokers can expect. SECURE Act 2.0 , an extension of the original 2019 SECURE Act, aims to increase Americans’ retirement security and access to workplace savings by making it easier for them to contribute to their retirement savings plans. Increased catch-up contribution limits.

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MetLife Releases Study Reiterating the Importance of Employee Benefit Satisfaction

Extensis

It mentions how benefits contribute to employees’ feelings of stability and happiness about their jobs, in addition to common enrollment barriers posing challenges for brokers and their clients. Earlier this year, MetLife released a study showing how much benefit satisfaction had dropped between 2020 and 2023.

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How SECURE 2.0 could help you save more for retirement

Guideline

doesn't just impact businesses, it introduces many provisions to help savers like you plan for the future. doesn't just impact businesses, it introduces many provisions to help savers like you plan for the future. Coming in 2024: College saving accounts will be eligible to be rolled over into Roth IRAs. SECURE 2.0