Your 401k Specialist Secure 2.0 Guide

Your SECURE 2.0 Guide

401(k) Specialist’s SECURE 2.0 Guide is your roadmap to the many impactful changes the new law brings about, with a special emphasis on repercussions for 401(k) plan advisors and plan sponsors and SECURE Act 2.0 401k changes.

When the “SECURE 2.0 Act of 2022” was passed by Congress and signed into law by President Joe Biden in late 2022 as part of the broader Consolidated Appropriations Act of 2023, it instantly became one of the most significant pieces of retirement reform legislation to hit the books in decades.

SECURE 2.0 builds on and expands reforms made in the SECURE Act of 2019 to significantly improve retirement savings opportunities for Americans. It contains 92 new provisions—some taking effect immediately while others will be effective in coming years—that promote savings, boost incentives to start retirement plans for businesses, and provides more flexibility to those saving for retirement.

This channel will be continuously updated with our latest coverage, while the entirety of our SECURE 2.0 coverage will be archived here as well. We hope it proves a valuable resource as 401(k)-focused advisors navigate the ever-changing retirement plan landscape.

–       Brian Anderson, Editor-in-Chief, 401(k) Specialist

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