Treichel and Dash included in Bloomberg Law Discussing SECURE 2.0

March 29, 2023
Partner Bonnie Treichel was recently featured with Cindy Dash, General Manager and Senior Vice President of Broadridge, in Bloomberg Law discussing SECURE 2.0. In their article SECURE 2.0 Expands 401(k) Retirement Plans to More Participants, Bonnie and Cindy highlight 6 action items that attorneys, including general counsel, can take today to support their clients in light of SECURE 2.0:

  1. Understand SECURE 2.0 provisions
  2. Understand SECURE 2.0 timing
  3. Determine applicability of each provision
  4. Consider the ecosystem
  5. Strategize monitoring changes
  6. Tap into SECURE 2.0 resources

To read the article, click here (subscription required). To learn more about SECURE 2.0, check out Endeavor Retirement’s Complete Guide to SECURE 2.0, available here.

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