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SECURE 2.0 Resources & Updates

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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.

Tax credit calculator

Videos

SECURE 2.0: State Mandated Plans

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

Financial Incentives for Contributions

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

Explore SECURE 2.0 Act plan features and videos >

Resources

Start-up Tax Credit calculator

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

Learn more >

What plan sponsors need to know

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

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Penalty-free distribution options created by SECURE 2.0

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

Learn more >

News

Automatic Enrollment Final Rule Clears OMB

The Office of Management and Budget has completed its review of a final rule from the Department of Treasury and the Internal Revenue Service that addresses automatic enrollment requirements under Internal Revenue Code Section 414A.
SECURE 2.0 Defined contribution plan IRS Guidance

IRS Establishes IRA Compliance Resolution System (ICRS)

The IRS has issued Revenue Procedure 2026-33, establishing the IRA Compliance Resolution System, for correcting certain IRA failures.
IRA IRS IRS Guidance SECURE 2.0

IRS Releases 2026-2027 Priority Guidance Plan

The Department of Treasury and Internal Revenue Service have released a list guidance projects outlining priorities for the period October 1, 2026, through September 30, 2027.
Defined benefit plan Defined contribution plan IRA IRS 529 account ABLE Account …

Proposal Eliminating Cap on Rollover Amounts From 529 Plans to Roth IRAs Introduced

Senator Ted Cruz (R-TX), along with cosponsor Senator Lisa Blunt Rochester (D-DE), have introduced S. 5550, to eliminate the aggregate limitation on rollovers from a 529 program to a Roth IRA.
IRA Legislative updates 529 account SECURE 2.0

IRS Clarifies Amendment Deadlines Under SECURE 2.0

The Internal Revenue Service issued a bulletin responding to stakeholder requests for clarification regarding the deadline for adopting plan amendments implementing SECURE and SECURE 2.0 provisions.
SECURE 2.0 IRS Defined contribution plan Defined benefit plan

Automatic Portability Rule at OMB

The Office of Management and Budget has received for review a final rule from the Department of Labor implementing a statutory exemption for the receipt of fees and compensation in connection with automatic portability transactions.
SECURE 2.0 DOL IRA Defined contribution plan

IRS Issues Rollover Guidance Under SECURE 2.0

The IRS has issued Notice 2026-49, providing rollover guidance in accordance with section 324 of SECURE 2.0.
Defined benefit plan Defined contribution plan IRA IRS IRS Guidance SECURE 2.0

IRS Issues Notice on Saver's Match

The Internal Revenue Service (has issued Notice 2026-48, indicating that the Department of Treasury and IRS intend to issue proposed regulations regarding the Saver's Match contribution provision under SECURE 2.0.
Defined contribution plan IRA Legislative updates SECURE 2.0

Emergency Savings Enhancement Act Clears Committee

The Emergency Savings Enhancement Act, introduced last year by Senators Cory Booker (D-NJ) and Todd Young (R-IN), and amended by Senator Bill Cassidy ahead of a hearing, cleared the Senate HELP Committee.
SECURE 2.0 Defined contribution plan Legislative updates

Automatic Enrollment Final Rule at OMB

The final rule reflects statutory changes introduced by the SECURE 2.0 Act of 2022.
Defined contribution plan SECURE 2.0 IRS

Guidance Issued on Long-Term Care Distributions Under SECURE 2.0

The Internal Revenue Service has issued Notice 2026-33, to provide guidance on qualified long-term care distributions for long-term care insurance premiums pursuant to Section 334 of SECURE 2.0.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRS SECURE 2.0 News Articles

DOL Issues Temporary Enforcement Policy Regarding Pension Benefit Statements

The Department of Labor has issued Field Assistance Bulletin 2026-02, addressing inquiries regarding compliance with the paper statement requirements under Section 338 of SECURE 2.0.
Regulatory and Legislative Defined contribution plan DOL SECURE 2.0 News Articles