As a follow-up to our How SECURE 2.0 Updates & Changes to Retirement Laws Could Impact ESOPs blog post, we are excited to share with you a free Secure 2.0 Act Quick Reference Guide pdf download. We dove into the the details and pulled out the items that matter to companies with an ESOP.
Using the link located below, you can download a two page pdf that highlights all the important regulation changes, the effective dates, whether an amendment is required, and a summary of what the IRS has communicated relative to the changes.
