Thoughts from the Ledge
Thoughts from the Ledge, hosted by Grey Ledge Advisors, updates you on current market trends and conditions and issues you should be considering when investing into your 401(k), wealth management plan, or prefunding.
Thoughts from the Ledge
EP7: The SECURE ACT 2.0
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Grey Ledge Advisors
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Episode 7
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We discuss the newly enacted SECURE ACT 2.0 and the features and benefits of this new legislation. We focus on items that are effective in 2023 and talk about the changes that Sponsors, Recordkeepers and Administrators will need to make to comply with the enhancements to the 401(k) plans