Secure 2.0 Act Reshapes Puerto Rico Retirement Savings Rules

Puerto Rico benefits expert Carlos Gonzalez addresses which of the SECURE 2.0 Act’s main changes to the US retirement plan rules must be made to Puerto Rico-only qualified plans or applied to the Puerto Rico participants in dual-qualified plans, and which are optional.

SECURE 2.0 Act 2025 Puerto Rico Update (1 Oct. 2025)