401(k) auto-enrollment and other big changes to retirement plans in omnibus bill for 2023

Elisabeth Buchwald & Medora Lee | USA TODAY | Dec 21st, 2022
Category: Financial News

A package of proposed changes to help Americans save more for retirement could soon be the law.

The changes, part of the Secure Act 2.0, are included in the sweeping end-of-year spending bill that lawmakers probably will vote on in the coming days to avoid a government shutdown, according to the text of the $1.7 trillion 2023 Government Funding Legislation published Tuesday.

If passed, they could benefit Americans across the spectrum regardless of how close they are to retirement, though many provisions wouldn't take immediate effect. 

Read More »

A golfer wouldn't play a course with just one club in his bag. In the same way, asset classes help you diversify and optimize your portfolio.

Think of us as your personal quarterback to help you navigate and mitigate the blindsides of life.

A great chef tastes as he cooks for the best result. A great financial planner checks in to make sure you're on course and adjusts along the way for the best result.