Ep. 39: Secure 2.0, 2.0

Join us for Round 2 of SECURE 2.0 with ADP’s Ron Ulrich, with some SECURE 2.0 updates. We will discuss employer matching contributions for student loan payments, Roth catch-up contributions for individuals earning over $145,000, and additional catch-up contributions for those aged 60 to 63. Additionally, we will cover emergency expense withdrawals and potential tax credits available to small business owners establishing a retirement plan, among other topics. Listen to episode 5: SECURE 2.0 to hear our earlier discussion with Ron about SECURE 2.0.   Resources What the SECURE 2.0 Act means for you SECURE 2.0 Act provision guide – for employers M-728653-2025-04-24