Retirement Services

Expanding Threshold for Automatic Rollovers

Available from Inspira Financial

Expanding Threshold for Automatic Rollovers

Content Summary

Determine if you need to amend your retirement plan documents under the latest automatic rollover provisions from the SECURE 2.0 Act: The threshold for employers to cash out former employees’ retirement accounts has increased from $5,000 to $7,000. Inspira Financial can help set you up for long-term success.

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