SECURE 2.0 Retirement legislation webinar

Legislative impacts that could shift the retirement landscape


It’s being called “SECURE 2.0” and it’s a rare bipartisan piece of legislation being discussed by legislators in D.C.

Lawmakers feel it’s time to seize on the retirement policy changes made through the passing of the original SECURE Act in 2019. Yet things are hardly easy or move quickly when talking about new legislation. There are varying thoughts and strong opinions around the structure of these changes. Nothing shows this political wrestling more than the fact that the U.S. House of Representatives passed the Securing a Strong Retirement Act of 2022 (SSRA, or “SECURE 2.0”) in March of this year. However, the Senate is not expected to take up this bill and is instead working on their own version.

We’re here to help you keep it all straight. Our webinar covers the latest on what decision-makers in D.C. are proposing to retirement policy in “SECURE 2.0”. Learn what’s being discussed about employee student loans, emergency savings, new safe harbor rules, use of income annuities, and much more. Download the webinar slides.

Get more information about retirement legislation



In March 2022, the House passed the Securing a Strong Retirement Act (SSRA, or “SECURE 2.0”). Included in the SSRA provisions are several key features impacting retirement. Find out more in the following materials.



The original Setting Every Community Up for Retirement Enhancement (SECURE ) Act was signed into law in 2019. Please note that since the passing of the law, additional rules and guidance have been discussed, which isn’t reflected in the SECURE 1.0 materials.