Understanding Secure Act 2.0 with Adam Hunt: Changes, Challenges, and Compliance

Bonnie Yam and guest Adam Hunt dive into Secure Act 2.0, exploring its evolution, key changes, and challenges. They discuss compliance checklists, beneficial provisions, and considerations for small businesses, along with deadlines, self-correction strategies, and IRS investigations.

(0:00) Introduction and today's topic: Secure Act 2.0 with guest Adam Hunt
(1:28) Overview and evolution of the Secure Act
(3:33) Key changes and challenges in Secure Act 2.0
(9:37) Compliance checklist and processes for Secure Act 2.0
(14:04) Beneficial provisions and implementation in Secure Act 2.0
(22:18) Considerations for small businesses
(25:29) Deadlines and self-correction strategies
(28:23) IRS investigations, employee complaints, and final reminders
(29:26) Closing remarks and preview of the next episode