What Can SECURE 2.0 Do for You?

With increased catchups, increased cash-outs, the ability to match qualifying student loan repayments, and permit emergency withdrawals, among other changes, some effective sooner and some later, there’s something for everyone in the SECURE 2.0 Act, which is part of the larger Consolidated Appropriations Act, 2023, H.R. 2617. Read our client alert digest to learn more about SECURE 2.0.

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Practical Guidance Updates
Featuring the latest updates from your Practical Guidance account.   

• Employee Benefits & Executive Compensation Key Legal Developments Tracker
  Stay informed on new developments.
  • ERISA. DOL finalizes regulations reversing Trump-era rules that restricted ERISA retirement plan investment in view of environmental, social, and governance (ESG) factors, like climate change. The new rules allow ERISA plan fiduciaries to consider ESG factors in selecting retirement plan investments and exercising shareholder rights. 87 Fed. Reg. 73,822 (Dec. 1, 2022).
  • Health and Welfare Plans. HHS issues further guidance under Title II (Transparency) of Division BB of the Consolidated Appropriations Act, 2021 (Pub. L. No. 116-260) regarding good faith estimate disclosures healthcare providers must furnish to uninsured individuals (or individuals declining coverage) for anticipated services, including abbreviated disclosures for services intended to be provided without billing the individual. FAQs on Affordable Care Act Implementation; Good Faith Estimates (GFEs) for Uninsured (or Self-Pay) Individuals – Part 4.
• Document alerts allow you to stay current on legal developments that affect your practice. Find out how to set up your document alerts.
• Check out the new Practical Guidance Author Center! Learn about the 1750+ leading attorney authors contributing to our 22 practice areas, and find out how you can Become a Practical Guidance Author.
• Listen up! Access our growing collection of podcasts by navigating to the Practical Guidance and Law360 Podcasts Resource Kit.
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