Schneider Downs SECURE Act eBook

 

The SECURE Act (Setting Every Community Up for Retirement Act of 2019) introduced numerous provisions aimed at enhancing and expanding retirement savings in the United States. We invite you to download our complimentary eBook from our Schneider Downs Retirement Solutions team, to access valuable information on these important SECURE Act updates and highlights. 

To learn more about Schneider Downs Retirement Solutions, 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.

 

case studies
 
Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
read more
 
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.
read more
See more case studies
most popular
SECURE 2.0 Act – Section 604. Optional Treatment of Employer Matching or Non-elective Contributions as Roth Contributions.
401(k) Plans, ERISA, SECURE Act 2, Tax
By Catherine Martz | 1.31.2023

Learn more about Section 604. Optional Treatment of Employer Matching or Non-elective Contributions as Roth Contributions of the SECURE 2.0 Act. ...

read more

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.

×
Accept