Secure 2.0 Provisions

Plan sponsors should be aware of the final SECURE 2.0 provisions that become effective in 2025 and beyond. This resource provides a summary of three key changes effective in 2025, and one that must be implemented by year-end 2027.

Download the Summary

3500 W. 75th Street, Suite 200

Prairie Village, Kansas 66208

Ph: (913) 831-0999

Fax: (913) 210-2126

info@mcinnesgroup.com

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Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.

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