SECURE 2.0 Act of 2022

The latest updates and impacts to plan sponsors and participants.

As your partner in the retirement planning industry, we are thrilled that the SECURE 2.0 Act of 2022 was passed by Congress on December 23, 2022 and officially enacted on December 29, 2022. We’re committed to helping your employees prepare for and live in retirement. Please take a moment to access the resources and articles on this page regarding the recent SECURE 2.0 Act of 2022 passage. We’ll continue to update as we learn more.

Newly available resources

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A view into SECURE 2.0 milestones and Nationwide implementation processes.

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Tune in to hear a discussion about SECURE 2.0 Emergency Savings Provisions through NAGDCA’s Connect Conversations series with Nationwide’s Vice President of Business Development Hutch Schafer and Ned Taylor, Senior Consultant at Hyas Group.

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Tune in with the Nationwide Retirement Institute®, Advanced Consulting Group, and Retirement Solutions Business Development as they discuss key SECURE 2.0 details.

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The Nationwide Retirement Institute® hosted a discussion about SECURE 2.0 and the impact across the industry. Access recording which covers multiple tax codes and key provisions for retirement plans and IRAs.

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A presentation of the history of the legislation, changes impacting plans and participants, and more.

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A snapshot overview of the legislation with provisional dates.

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A review of provisional impacts by plan type with comparisons of current and new laws.

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A governmental white paper detailing the legislation.

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Key provisions of SECURE 2.0 that will likely be most impactful.

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Eric Stevenson, President of Nationwide Retirement Solutions writes about Advocacy for American workers.

Additional resources and information

SECURE 2.0 Act of 2022 provisions and timing
National Association of Plan Advisors, January 2023

Resources and advocacy prior to the passage of SECURE 2.0 Act of 2022

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Read an in-depth analysis of provisions of SECURE 2.0 legislation written by Advanced Consulting Group.

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John Carter remarks on the passage of SECURE 2.0 in the House of Representatives.

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Eric Stevenson, President of Nationwide Retirement Solutions writes about the potential impact of SECURE 2.0.

SECURE Act Webinar

Our webinar provides an in-depth look at key provisions impacting you and your participants today, tomorrow and into the future.