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Clear Financial Strategies
Independent · Fee-Only · Fiduciary
SECURE 2.0

SECURE 2.0, in plain English

SECURE 2.0 changed rules for retirement plans of every size, with different effective dates for different provisions. We help you see which ones apply to your plan and when.

Topics

What to watch

  • Automatic enrollment for new plans
  • Startup tax credits for small employers
  • Changes to catch-up contributions
  • The saver’s match
  • Emergency savings features

Rules and dates vary by plan. Confirm details with your ERISA counsel.

Educational only. Not legal advice. Consult your ERISA counsel.

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