Friday, February 28th, 2025 A topical newsletter from PLANADVISER SECURE 2.0 Implementation This month, our special coverage examines the continued implementation of SECURE 2.0. Although the act was passed in 2022, the industry is still in the thick of managing the various provisions as they take effect. Compliance Is SECURE 3.0 on the Horizon? The industry contemplates the future of policy evolution. Compliance SECURE 2.0 Auto-Enrollment Requirement Takes Effect in 2025 Beginning this year, businesses with 10 or more employees must implement automatic enrollment and contribution escalation for new 401(k) and 403(b) plans. Compliance What to Know About Part-Time Employee Eligibility for Retirement Plans Effective January 1, the SECURE 2.0 Act makes part-time employees who have met service criteria eligible for employer-sponsored retirement plans. Compliance Keeping Up With SECURE 2.0 Changes Advisers discuss how they manage adoption of plan provisions with clients. In Practice Understanding SECURE 2.0 Student Loan Matching and Educational Benefits Employers have options to offer student loan benefits to employees and do not need to wait for further IRS guidance to start. In Practice SECURE 2.0 Provisions Should Boost Adviser Revenue in 2025 Two-thirds of plan advisers say the newly enacted provisions will increase their revenue, in addition to increasing employee participation, according to a Fuse survey. Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

Unsubscribe | Manage Subscriptions | Contact Us Copyright ©2025 Asset International, Inc. All rights reserved. No reproduction without prior authorization. Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal 702 King Farm Boulevard, Suite 300, Rockville, MD 20850