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 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

checkmark icon

A view into SECURE 2.0 milestones and Nationwide implementation processes.

play video icon

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.

smartphone icon

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

laptop icon

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

forms icon

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

calendar icon

A snapshot overview of the legislation with provisional dates.

open book icon

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

clock icon

National Association of Plan Advisors, January 2023

steps and columns icon

An ERISA white paper detailing the legislation.

piggy bank icon

Key provisions that will likely be most impactful.

construction helmet icon

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

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

magnify glass icon

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

document icon

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

family icon

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