The latest updates and impacts to plan sponsors and participants
As your partner in the retirement planning industry, we will continue to provide you with key updates regarding the SECURE 2.0 Act of 2022, passed by Congress on December 23, 2022 and enacted on December 29, 2022. We're committed to helping your employees prepare for and live in retirement. Please access the resources and articles on this page for information about SECURE 2.0.
New updates that impact your plan
The Internal Revenue Service announced an administrative transition period for the first two taxable years of the SECURE 2.0 Roth catch-up requirement.
Learn how this impacts me
SECURE 2.0 resources
Resources and advocacy prior to the passage of SECURE 2.0 Act of 2022