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Secure Act 2.0: What You and Your Clients Need to Know

The passing of SECURE Act 2.0 offers incentives for firms to invest in retirement planning, including (but not limited to):

  • an increase in eligibility for small businesses to earn tax credits
  • a new credit for employer contribution costs
  • a technical correction for small businesses to qualify for startup credit
  • an expansion of auto-enrollment for plans and more.

Learn more about the potential benefits of Secure Act 2.0 for your firm and your clients in this on-demand webinar.