New Year, New Look!
What is the SECURE 2.0 Act of 2022? In this video series, MissionSquare experts in legal and government affairs summarize SECURE 2.0 provisions for employers, helping you confidently take action.
Watch and Learn
What is Roth?
Learn what a Roth account is and how it differs from other retirement savings options.
Additional SECURE 2.0 Required Minimum Distribution Changes
Explore the RMD changes made beyond the age increase.
What is the “First Day of the Month” rule change in SECURE 2.0?
Know the rule and decide whether to make changes to your plan.
SECURE 2.0 RMD Changes: Spouses Who Become Beneficiaries
Hear how RMD payments may be smaller for spouses who become beneficiaries.
Does the Roth mandate apply to all catch-ups?
The short answer: No. Understand the limitations around the Roth mandate.
Elimination of Roth from RMD Calculation
Learn how and why SECURE 2.0 changed the way that RMDs are calculated.
What is the Qualified Disaster Recovery Distribution provision?
Dive into the new parameters and requirements around disaster relief.
How did SECURE 2.0 simplify plan administration?
Understand how SECURE 2.0 gives participants more control over distributions.
Implementing the Optional Student Debt Repayment Match Provision
Here’s what you need to know to use this optional provision with your participants.
What does “self-certification” mean?
SECURE 2.0 allows for more self-certification. Find out what that is and how participants can do it.
Meet the Experts
Our SECURE 2.0 team is led by two experienced leaders in the legal and government advocacy space, focused on providing insights and perspectives to help public service employers navigate policy changes.
