SECURE 2.0 Resource Center

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The SECURE Act 2.0 was passed on December 29, 2022 as part of the Consolidated Appropriations Act. Stay informed and up to date with materials provided in this resource center.


What Do I Need To Know?

Click the button below to download a handout that will help summarize some of the key features that may affect you in the short-term.

SECURE 2.0 Roth Catch-Up Provision Effective January 1, 2026
SECURE 2.0 Optional Provisions Guide
Long-Term Part-Time Employees
SECURE 2.0 & Retirement Plans in 2024
SECURE 2.0 & Retirement Plans in 2023

Blog Posts

Check out our blog for the most up-to-date content to assist you with navigating this legislation.

Overview: SECURE 2.0 Roth Catch-Up Provision
Frequently Asked Questions: SECURE 2.0 Roth Catch-Up
Employer Scenarios: SECURE 2.0 Roth Catch-Up Provision
SECURE 2.0 Optional Provisions Guide