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

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SECURE 2.0 milestones

A view into SECURE 2.0 milestones and Nationwide implementation processes.

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Nationwide and NAGDCA Discuss SECURE 2.0 Provisions

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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SECURE 2.0 Podcast

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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SECURE 2.0 Impact Across the Industry

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.

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Changes impacting retirement plans & participants

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

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SECURE 2.0 Act of 2022 key provisional dates

A snapshot overview of the legislation with provisional dates.

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Education Series material from Advanced Consulting Group

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

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SECURE 2.0 Act of 2022 provisions and timing

National Association of Plan Advisors, January 2023

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Congress passes legislation for Plan Sponsors and their participants to encourage a "secure" retirement

An ERISA white paper detailing the legislation.

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Congress delivers holiday gift for American retirement savers: SECURE 2.0

Key provisions that will likely be most impactful.

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Advocacy for American workers results in new retirement savings rules

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

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An analysis of "SECURE 2.0"

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

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Statement from John Carter, President, Nationwide Financial

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

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SECURE 2.0 updates aim to help families build and access savings

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