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Those who proactively get ahead of the game's new rules will be best positioned to serve the needs of their companies, as well as current and former plan participants, while also protecting themselves against liability.

With the passage of this landmark legislation, significant administrative guidance on changes to retirement plans will be forthcoming from the IRS and the DOL, but here is a preliminary summary of the most relevant changes.

The question is not whether the new legislation impacts plan sponsors, it's which of the more than 90 provisions apply to them and when do they take effect.

With the recent passage of SECURE Act 2.0 and the IRS' release of substantially higher contribution limits for 401(k)s, small employers are only just beginning their journey to design and offer robust retirement benefits.

While there are many benefits covered in this proposed bill, I've outlined a few highlights to discuss with your small business clients.

SECURE Act 2.0 would be wholly beneficial for retirement savers, but does it go far enough?

Q&A with Jennifer Gibbs Swets of DWC – The 401(k) Experts, on Secure 2.0's provisions, plus cryptocurrency in 401(k) plans.

Advisors will want to monitor this bill, even though it might not change the advice they give their clients who are not in the top 1 percent.