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Explore key takeaways for mortgage lenders this tax season amid upcoming changes in regulations and IRS operations.

Secure Act 2.0: Employer Implications and How to Prepare

Nov 9, 2023

In this webinar, our Mortgage Banking Assurance Partner and 401k Practice Leader, Katie Compton, and experts from Alvarez & Marsal share the implications of SECURE 2.0 on 401k plan sponsors and their participants. Watch below to learn how these changes affect lenders. This presentation will equip you with what you need to know now to prepare. Topics include:

  • Understand the provisions in SECURE 2.0
  • Understand the impact of the provisions of SECURE 2.0 on plan sponsors and their participants
  • Understand where further guidance regarding SECURE 2.0 is still needed

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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