Legal Blog
Secure 2.0 Act of 2022
Attorneys Sarah Sawyer and Scott Tippett discuss extensive changes to the 2019 Secure Act, collectively called the Secure 2.0 Act of 2022. The Secure 2.0 Act increases the options for employers and employees regarding retirement plans and outcomes and adds additional compliance considerations for companies. In this informative legal update, Sarah and Scott discuss:
- Automatic enrollment requirements
- Increased age for mandatory distributions for IRAs
- The new inclusion of student loan payments as contributions for matching purposes
- Tax credit for military spouses
- Timing considerations for implementing and complying with the Act
Sarah and Scott also discuss the importance of understanding the nuances of the Act and being proactive. Listen to learn more!
ABOUT SARAH SAWYER
Sarah.Sawyer@offitkurman.com |
As an experienced business advisor and litigator, Sarah works with business owners at all stages of running their business, from starting their business and implementing policies and practices that keep their businesses running smoothly to helping them avoid expensive legal battles and fighting for them when litigation arises. Sarah focuses on, among other things, providing her clients with general business counsel, drafting and analyzing complex contracts, mergers and acquisitions, employment compliance, dispute resolution, and litigating all aspects of civil and commercial disputes.
With a diverse background of representing an array of business clients in private practice and working as in-house counsel, Sarah recognizes the importance of understanding all aspects of a client’s business when providing advice, whether compliance, litigation, or business strategy related. When counseling clients, she takes the time to understand the ins and outs of her client’s business and employs a holistic approach when addressing their legal needs and concerns.
ABOUT SCOTT TIPPETT
scott.tippett@offitkurman.com | 336.232.0671
Scott Tippett focuses his practice on wealth management law and corporate, business, and real estate issues for individuals, families, and small to mid-sized closely held companies including medical, dental, and veterinary practices.
Mr. Tippett began practicing law in 1987 in Atlanta where he litigated major construction project disputes, complex white-collar crime matters, and significant business and estate issues. In addition to practicing law, he ran a manufacturing company in High Point in the mid -1990s, which provided him with a unique and broad perspective on understanding the various issues faced by business owners and managers.
