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SECURE 2.0 Resources & Updates

OVERVIEW

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.

Learn more >

Penalty-free distribution options created by SECURE 2.0

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

Learn more >

News

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

Washington Pulse - DOL Proposes Updates to E-Delivery Rules to Align With SECURE 2.0

The Department of Labor has issued a proposed rule amending the electronic delivery regulations for certain retirement plan documents to align with new requirements established under the SECURE 2.0 Act.
Regulatory and Legislative Defined benefit plan Defined contribution plan DOL IRA SECURE 2.0 News Articles

DOL Releases Paper Statement Proposed Rule

The Department of Labor has released a proposed rule making amendments to electronic disclosure safe harbors pursuant to the implementation of Section 338 of SECURE 2.0.
Regulatory and Legislative SECURE 2.0 Defined benefit plan Defined contribution plan DOL Fiduciary Issues News Articles

IRS Announces Applicability of Future Final RMD Regulations

The Internal Revenue Service released Announcement 2026-7, further delaying the anticipated applicability date for certain portions of future final regulations relating to required minimum distributions (RMDs) under IRC Sec. 401(a)(9) pursuant to SECURE 2.0.
Regulatory and Legislative Defined benefit plan Defined contribution plan IRA IRS IRS Guidance SECURE 2.0 News Articles

IRS Extends Deadline for IRA SECURE 2.0 Amendments

The Internal Revenue Service has issued Notice 2026-09, extending the deadline to complete amendments under the SECURE 2.0 Act for individual retirement arrangements.
Regulatory and Legislative IRA IRS IRS Guidance SECURE 2.0 News Articles

Proposal to Enhance PLESAs Introduced in Senate

Senators Cory Booker (D-NJ) and Todd Young (R-IN), along with Representatives Eugene Vindman (D-VA) and Glenn Thompson (R-PA) have introduced bi-cameral legislation, the Emergency Savings Enhancement Act.
Regulatory and Legislative Defined contribution plan IRA Legislative updates SECURE 2.0 News Articles

Senate Passes Two ESOP Proposals

The Senate passed by unanimous consent two proposals aimed at strengthening Employee Stock Ownership Plans.
Regulatory and Legislative SECURE 2.0 Defined contribution plan Legislative updates News Articles

IRS Issues Final Regulations on SECURE 2.0 Catch-up Contributions

The Internal Revenue Service has issued final regulations implementing catch-up contribution requirements introduced by the SECURE 2.0 Act of 2022.
Regulatory and Legislative SECURE 2.0 IRS Washington Pulse News Articles