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Jen Swets

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New Distribution Options to Encourage Savings

Jen Swets 12/11/23
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SECURE 2.0’s New & Improved (But Really Math-y) Tax Credits for Startup Plans

Jen Swets 01/25/23
SECURE 2.0 (S2) took the tax credits of OG SECURE and enhanced them, particularly for plans with fewer than 50 employees. And if you think “enhanced” sounds a bit loaded, you’re right; credits have increased, but so has the complexity of the calculations. If you’re guessing this may be a trend in all things S2, you’re also on the right track and ...
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