Plan Legislative and Regulatory Update 1Q23

SECURE 2.0 Act of 2022: What You Need to Know Now

The SECURE 2.0 Act of 2022 was signed into law on December 29, 2022. In our previous update, we outlined several of the key provisions in the bill. Although many of the provisions have delayed effective dates, there are some provisions that went into effect immediately which are shown in this PDF: (Click the image below to download a PDF copy and for clickable links.)