We discuss the Safer Act, which became a provision in SECURE 2.0 allowing penalty-free withdrawal from retirement plans for victims of domestic abuse. Given the breadth and scope of domestic violence, this educational session offers background information on the Safer Act and its importance. We look towards 2024 when the provision will go into effect so you can prepare yourself and your plans.

Download the PowerPoint presentation to follow along.

Speakers:

• Sally Schaeffer, Principal Consultant, Uncorked Advocates
• Catherine Beane, Senior Vice President of Public Policy & Advocacy, YWCA USA
• Caroline Frauman, Tax Counsel, U.S. House of Representatives
• Sarah Gonzalez, Associate Director, Workplace & Economic Justice, Futures Without Violence