Schneider Downs SECURE 2.0 Act eBook

 

The SECURE 2.0 Act of 2022 (SECURE 2.0) builds off the SECURE Act of 2019 and includes more than 90 new provisions. These provisions further simplify the process of offering retirement plans for employees and make it easier for individuals to save for retirement.

The Schneider Downs Retirement Solutions, Tax and ERISA teams invite you to download our complimentary SECURE 2.0 eBook, which provides an organized view of the new provisions.

If you have any questions about SECURE 2.0, visit www.sdretirementsolutions.com or contact [email protected].

Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.

 

case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.

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