Description

Summit CPA Group has merged with Anders CPAs + Advisors! Visit our website to learn more about our 401(k) process and pricing: https://anderscpa.com/401k-audits/ 

“It is expected to pass in 2021, and the current expectation is that it will become effective 1/1/2022 and that's not far away....What happens when you put forward a bill like this it has an impact on the budget.” - Kim Moore
 

The finer details in this episode:

• Secure Act vs. Secure Act 2.0
• Deep dive on the changes in the Secure Act
• Impact of Secure Act 2.0 to 401k Plans
• What do you need to do to prepare for the new legislation?

Episode resources

• Watch episodes of The 401(k) Audit CPA Success Show on YouTube.
• Learn more about the Anders 401(k) process and pricing.
• Email our Director + 401(k) Audit, Kim Moore, with questions.