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SECURE 2.0 Creates Many Opportunities for RPAs 2023-04-07SECURE 2.0 Creates Many Opportunities for RPAs 2023-04-07

Don't just study the SECURE 2.0 provisions.

April 7, 2023

 

1. How are you helping KPAs take advantage of SECURE 2.0?

2. What other retirement plan initiatives is Putnam talking about?