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SECURE 2.0 Act – Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans

Learn more about Section 302. Reduction in Excise Tax on Certain Accumulations in Qualified Retirement Plans of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals

Learn more about Section 316. Extended Time to Adopt Plan Amendments to Increase Benefit Accruals of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 127. Emergency Savings Accounts Linked to Individual Account Plans

Learn more about Section 127. Emergency Savings Accounts Linked to Individual Account Plans of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 603. Catch-Up Contributions as Roth Contributions

Learn more about Section 603. Catch-Up Contributions as Roth Contributions of the SECURE 2.0 Act.
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SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

Learn more about Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 304. Small Balance Force-Out Limit Increase

Learn more about Section 304. Small Balance Force-Out Limit Increase of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 318. Performance Benchmarks for Asset Allocation Funds

Learn more about Section 318. Performance Benchmarks for Asset Allocation Funds of the SECURE 2.0 Act.
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SDWMA Named One of the Nation’s Top DC Advisor Firms in 2022 by NAPA

Learn more about Schneider Downs Wealth Management Advisors, LP being named as one of the Nation’s Top DC Advisor Teams in 2022 by the National Association of Plan Advisors for the third consecutive year.

SECURE 2.0 Act – Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures

Learn more about Section 350. Safe Harbor for Corrections of Employee Elective Deferral Failures of the SECURE 2.0 Act.
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