SECURE 2.0: IRS Proposed Regulations

Recorded Feb. 19, 2025

In this webinar, leading experts Erica McFarquhar, Managing Vice President, Deputy General Counsel at MissionSquare Retirement, and Mike Hadley, Partner at Davis & Harman, LLP cover long-awaited IRS proposed regulations and the impact on governmental retirement plans.

Webinar highlights:

  • Insights on the IRS proposed regulations to the Roth catch-up requirement and other SECURE 2.0 provisions.
  • An overview of the valuable resources MissionSquare offers to support you.

Disclaimer:  SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this webinar reflects our understanding of the act and provisions at the time it was recorded on February 19, 2025

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.

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