Congress & Retirement in 2021: Friend or Foes?

Five major retirement savings changes being considered by Congress are explained by Natixis’ government relations expert.

What’s inside SECURE 2.0 legislation Congress is working on this fall, when might it pass, and what are the implications financial advisors and investors should know about? Government relations specialist Susan Olson, VP at Natixis Investment Managers, outlines the key issues of this bill and other initiatives focused on modernizing retirement savings.

Highlights include:

  • Mandated auto-enrollment in retirement plans
  • Expanded 401(k) catch-up contributions
  • Matching contributions in Roth IRAs
  • Delay mandatory distributions
  • Promote a saver’s credit