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Maximizing Retirement Benefits: Navigating the Secure Act 2.0 with Alexander Papson
Manage episode 437887987 series 3378664
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In the latest episode of Building PA Podcast, co-hosts Chris Martin and Jon O'Brien interview Alexander Papson from Schneider Downs about the Secure Act 2.0. Papson, an investment advisor specializing in retirement plans, discusses how the legislation aims to improve private retirement plans and outlines key provisions, including tax credits for employers and automatic enrollment options. They delve into challenges employers face, such as complying with new rules for long-term part-time employees, and offer resources for both employers and employees interested in understanding the implications of the Secure Act 2.0.
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