The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law at the end of 2022, bringing many current and future enhancements to qualified retirement plans. These mandatory changes are outlined in your updated plan amendment below:
Traditional Beneficiary Amendment
Coverdell Education Savings Amendment
Please review and save a copy for your records. If you are unable to access the electronic amendment or prefer to receive a printed copy, please contact us immediately at 937-667-8461.
