This is Part 2 in a series covering key elements of SECURE 2.0, as memorialized into law as part of the 2023 Appropriations Act (Division T) on December 29, 2022. We were still crying over our canceled flights, but it gave us plenty of time to read the Act.

In Division T alone we counted more than 40 new retirement-related provisions. We focused first on Automatic Enrollment, because it’s so impactful and we love it. This week we’ll hit the key features of the Saver’s Match – what qualifies, who gets the money, when, and where.

Happy New Year, friends! We’re kicking off 2024 with fresh insights on retirement savings innovation. Dive into Asso Yankson of EY on improving what’s good, updates from key states, Secure 2.0’s automatic enrollment impact, Hot Sauce, and Pix of the Week. Enjoy!

Just before the holidays (and SECURE 2.0) we had the pleasure of chatting with Asso Yankson, Senior Manager, Retirement Consulting at Ernst & Young LLP (EY). We love this conversation both for its insights, and for the way EY and Yankson have worked together to create a role that is both difference-making, and supportive of working parenting. Read on to see how this works.