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SECURE 2.0 Act – We Read It So You Don’t Have To

Roger Fuerstenau and Paul Dowd, CIMA®,AIF® discuss the SECURE 2.0 Act and the dozens of changes that it brings for 2023, 2024 and beyond. What is the goal of this act? What impact is there to your business and your retirement plan? Tune in and learn about the 400+ pages of how this act affects your retirement plan now and into the future. You don’t want to miss it!

We do all the things and are ready to help your business grow!

Insource Connect & Simplify and The Benefit Companies

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Check out last week’s episode: – The Tour
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