The new SECURE 2.0 legislation has brought with it plenty of questions and confusion about its 92 different provisions, and few might be more confusing—or impactful—than the startup tax credit provision for small employers.
Independent fiduciary expert Pete Swisher of Group Plan Systems is here to help us sort through the confusion—and he’s got a new resource available designed to do just that. Pete also talks about SECURE 2.0 challenges facing “high-turnover part-time and seasonal workforces” employers, why advisors need a “SECURE Implementation Plan,” and you can’t talk to Pete Swisher without checking in on the “PEPs & MEPs.”
Listen to All 401(k) Podcast Episodes
- Technology and the Future of Retirement Planning with Morningstar Retirement’s Michael Allen
- Technology and the Small Plan Market with 401GO’s Sue Hardy and Cheryl Morrison Deutsch
- Private Markets and 401(k)s: Invesco’s Greg Jenkins on What Comes Next
- Challenging Common Beliefs About Automated Plan Features with Marc Howell and Felix Okwaning from Principal®
- Managing Market Value Adjustments with Lincoln Financial’s Bill McLaren
- Private Equity’s Potential to Help 401(k) Participants with Maura Reilly Kennedy and Michelle Rappa
