Buck Bond Group

Help your employees improve their financial security and save for retirement

SECURE 2.0 became law in the closing days of 2022, creating changes to the retirement plan landscape that will impact plans now and in the years to come.

The legislation gives plan sponsors important new tools to enhance defined contribution (DC) plans, improving the ability of employees to save for retirement while simplifying and clarifying retirement plan rules.

Are you looking to learn more about the new provisions and how they can help your participants save for a financially secure retirement?


A multidisciplinary approach

SECURE 2.0 includes both mandatory and optional provisions for 401(k) and pension plan sponsors, so our team takes a holistic approach when considering the implications for your plans that includes all the stakeholders – HR, record-keepers and administrators, fiduciaries, participants, and beneficiaries.

Our team includes:

  • Compliance professionals and attorneys who are dedicated to analyzing the requirements and helping you determine how the various provisions apply to your plans.
  • Defined contribution (DC) and defined benefit (DB) consultants that understand the law’s various provisions and can help with the design and administrative changes you may want to consider to support your plan’s objectives.
  • Award-winning engagement consultants that can provide innovative new content or update existing content to communicate new plan options to your members.

Solutions

Compliance

As you review the legislation, we can help you interpret how the various provisions apply to your organization, consult with you on your options, and make the necessary changes to your plan documents, policies, and procedures, to ensure you’re compliant.

Retirement

From contemplating in-plan annuities as a tool to preserve plan assets to discerning the appropriateness of treating student loan payments as elective deferrals for purposes of matching contributions, we can take you through the analysis necessary to make an informed decision.

Communications

Our consultants specialize in DB and DC communications, investment and financial education, retirement modeling tools and DB lump sum campaigns. We can help your team provide clear, concise, and engaging communication to your various constituents.

Join our SECURE 2.0 Webinar series

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January 26, 2023
SECURE 2.0 | How will the latest retirement legislation impact plan sponsors and employees?



February 22, 2023, 1:00 – 2:00 PM ET
SECURE 2.0 | Turn your defined contribution plan into a more effective retirement vehicle.