After co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle Consulting Group, published an article for NBOA on SECURE 2.0 & Retirement Plans: What Independent Schools Need To Know Now.
The article outlines the new law, aimed to help Americans prepare for retirement, impacts schools’ 403(b)/401(k) retirement plans, and leaders need to prepare.
You can read the article here.
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