secure 2.0

Defined Benefit/Cash Balance Plan Key Priorities

Everyone deserves to feel financially secure. We provide retirement savings solutions through a dynamic network of leading third party administrators (TPAs) from across the nation as a dedicated organization backed by the strength and security of Ascensus. 

FuturePlan ERISA Team

SECURE 2.0

Defined Contribution Plan Key Priorities

Everyone deserves to feel financially secure. We provide retirement savings solutions through a dynamic network of leading third party administrators (TPAs) from across the nation as a dedicated organization backed by the strength and security of Ascensus. 

FuturePlan ERISA Team

SECURE 2.0

IRA / SEP / SIMPLE Key Priorities

Everyone deserves to feel financially secure. We provide retirement savings solutions through a dynamic network of leading third party administrators (TPAs) from across the nation as a dedicated organization backed by the strength and security of Ascensus. 

FuturePlan ERISA Team

SECURE 2.0

SECURE 2.0 Employer Tax Credits

This credit applies to qualified plans (defined contribution and defined benefit plans under IRC Sec. 401(a) and 403(a)), and SEP and SIMPLE plans.

FuturePlan ERISA Team

SECURE 2.0

Defined Contribution Plan

Legislative updates

SECURE 2.0 is Congress’s Retirement Enhancement Encore

This bill was included in the Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022.

FuturePlan ERISA Team

Washington Pulse

SECURE 2.0

Defined Contribution Plan

IRA

Legislative updates

President Signs Appropriations Bill, Containing the SECURE 2.0 Act of 2022, Into Law

Yesterday, President Biden signed the Consolidated Appropriations Act of 2023 into law, which included the SECURE 2.0 Act of 2022.

FuturePlan ERISA Team

Legislative updates

SECURE 2.0

Congress Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022, President’s Signature Expected

The House of Representatives has passed the Consolidated Appropriations Act of 2023, HR 2617, today with a 225-201-1 vote.

FuturePlan ERISA Team

Washington Pulse

SECURE 2.0

529 account

ABLE Account

Defined Contribution Plan

IRA

Legislative updates

Senate Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022

The House will now take up CAA 2023 with voting anticipated to take place as early as this evening.

FuturePlan ERISA Team

SECURE 2.0

529 account

ABLE Account

Defined Contribution Plan

IRA

Legislative updates

Government Funding Bill, Containing SECURE 2.0, Released

Senate Appropriations Committee Chairman Patrick Leahy (D-VT) has released HR  2617, the Consolidated Appropriations Act of 2023.

FuturePlan ERISA Team

529 account

ABLE Account

Defined Contribution Plan

IRA

Legislative updates

SECURE 2.0

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