SECURE 2.0 Resources & Updates


SECURE 2.0 Resources & Updates

The SECURE Act has made a significant impact on the retirement industry since its introduction, with the legislation opening up access to retirement savings plans, making it easier for small business owners to start and operate a plan, and increasing the benefits of doing so.

Leverage these resources to start the conversation with your clients on how to benefit from these historic updates.


Start the conversation on key provisions videos >

We unlock the latest developments on SECURE 2.0 and decode its key provisions.

Breaking down the grab bag notice videos >

Get up to speed on the latest SECURE 2.0 provisions as we dig into the IRS’ Grab Bag Notice.


Start-up Tax Credit calculator

Use this to calculate the potential tax credit available to small businesses.

What plan sponsors need to know

Advisors: Understand the benefits of key provisions and how they can help grow your practice.

Penalty-free distribution options created by SECURE 2.0

Dive into the new penalty-free distribution option for certain emergency expenses.


"All of us at Ascensus are delighted by the passage of SECURE 2.0 and the bipartisan support that led to this important legislation. Thanks to the collaboration of our elected officials, savers across the U.S. will have additional opportunities to create more certain financial futures and greater peace of mind.

We look forward to working with clients, partners, advisors, and savers to implement the provisions of SECURE 2.0 across the retirement, 529, and ABLE plans we serve."

David Musto
President and CEO, Ascensus