Start by checking with your company’s human resources or benefits department to find out whether your plan has adopted these optional SECURE 2.0 features. You can also review your Summary Plan Description (SPD) — your employer is required to provide the SPD, which outlines the features of your retirement plan. If you’d like help interpreting what’s available to you, a Mercer Advisors wealth advisor can review your plan documents with you.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
