The SECURE Act 2.0 (Secure 2.0) is already changing how plan sponsors manage their retirement benefits — while also expanding access and improving financial wellness, which will be the lodestar for retirement plans. Meanwhile, pending changes to the estate tax have given financial planners ample reasons to rethink wealth strategies. At the same time, investors will reevaluate their portfolio diversification in light of market conditions.

Major changes for retirement plans and in private wealth management will bring challenges but also opportunities to improve financial wellbeing. Download the report for more.