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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
Building on the improvements made by the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), the SECURE 2.0 Act of 2022 includes more than 90 changes designed to help workers save more for retirement and make it easier for employers to offer retirement plans to employees.
Learn more about SECURE 2.0 with this summary of key provisions (PDF) to help your clients take advantage of the new provisions.