SECURE 2.0: M&A Retirement Plan Considerations

The Setting Every Community Up for Retirement (SECURE) Act was signed into law in 2019 and expanded with the Consolidated Appropriations Act of 2023. SECURE has significant consequences for employers and taxpayers and adds new complexities for mergers and acquisitions. 

Our new article, Secure 2.0: M&A Retirement Plan Considerations, explains the nuances of SECURE 2.0 and describes how its staggered effective dates will require careful planning and execution to ensure compliance, minimize employee disruption, and anticipate cost increases. Retirement due diligence in M&A conducted by a team of experts is more crucial than ever.

S:\COMMUNICATIONS SERVICES GROUP\SERVICE\White Paper\2023\TAP Secure Act WhitepaperRead playbook (opens a new window)