On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This Act expanded access to retirement plans for millions of Americans in several important ways. Nearly three years later, Congress passed the Consolidated Appropriations Act of 2023, which included a successor retirement bill, SECURE 2.0 Act of 2022 (SECURE 2.0). This act brings a range of changes to retirement savings. We've included some highlights below. Changes are...

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This Act expanded access to retirement plans for millions of Americans in several important ways. Nearly three years later, Congress passed the Consolidated Appropriations Act of 2023, which included a successor retirement bill, SECURE 2.0 Act of 2022 (SECURE 2.0). This act brings a range of changes to retirement savings. We've included some highlights below. Changes are...