In an era when financial security and retirement planning are paramount, small businesses face unique challenges and opportunities. The Secure 2.0 Act, building on the foundations of its predecessor, introduces a series of legislative enhancements aimed at expanding retirement plan access, increasing savings, and ensuring the long-term financial wellness of American workers. With state mandates evolving and new tax incentives on the horizon, staying informed of these changes is not just beneficial; it’s imperative for the sustainability and growth of small businesses.

Our team of experts will guide you through the critical aspects of the legislation, including state mandates, tax credits, auto-enrollment features, and other notable changes that directly impact small business retirement plans.

Key Takeaways:

  • Understanding Secure 2.0: An overview of the Secure 2.0 Act’s key provisions and how they build upon the initial Secure Act.
  • State Mandates and Compliance: Insight into new state retirement mandates and how to ensure your business remains compliant while maximizing benefits.
  • Tax Credits and Incentives: Detailed exploration of the expanded tax credits and incentives designed to encourage small businesses to establish and maintain retirement plans.
  • Auto-Enrollment: The significance of auto-enrollment features, their impact on participation rates, and how small businesses can implement these features effectively.
  • Future-Proofing Your Retirement Plan: How to leverage the Secure 2.0 updates to not only comply with current legislation but also future-proof your retirement plan against upcoming changes.




Chad Parks

Founder and CEO
Ubiquity Retirement + Savings