Fred Reish Comments on Key Provisions of SECURE 2.0 With Financial Advisor IQ

In “How SECURE 2.0 Opens Doors for New Convos, Clients,” benefits and executive compensation partner Fred Reish spoke with Financial Advisor IQ about key provisions of the SECURE 2.0 Act and how advisers can better understand the new law and support clients.

Reish suggested that advisers attend webinars and learn as much as they can to familiarize themselves with the provisions of SECURE 2.0. He added that these provisions address many different plan types and touch on several parts of the plan marketplace, and some provisions are optional.

“You really need to focus on those initially because you need to be out there talking to employers about what the rules are right now,” Reish explained. “I would also focus on those for 2024 because employers are going to need to make decisions in 2023 about what they want to do for 2024.”