There are a LOT of retirement provisions in the SECURE 2.0 Act of 2022—and we’ve got a new resource—a list of which ones will take effect when.
The Government Affairs team here has developed a... Read More
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SECURE 2.0
BY John Sullivan | 1/6/2023
One knock against (some) advisors is that they make retirement prep and planning unnecessarily complicated for their clients in order to be needed. True or not, SECURE 2.0 is complicated... Read More
BY NAPA Net Staff | 1/6/2023
Below is a table providing descriptions and effective dates for the key provisions contained in the SECURE 2.0 Act of 2022, which was enacted Dec. 29, 2022, as part of the Consolidated Appropriations... Read More
BY NAPA Net Staff | 1/5/2023
In this episode Nevin (Adams) & Fred (Reish) unpack some of the major provisions of the SECURE 2.0 Act, and their implications for retirement.
In the waning days of 2022,... Read More
BY NAPA Net Staff | 1/2/2023
We’ve just added a new resource page to NAPA Net about the SECURE 2.0 Act of 2022.
This new page is your one-stop resource for information about the new legislation, which was enacted on... Read More
BY Ted Godbout | 12/29/2022
Capping off months of anticipation and hard work, the SECURE 2.0 Act of 2022 is now law, thanks to President Biden signing the legislation Dec. 29 after it was flown down to him while on vacation in... Read More
BY NAPA Net Staff | 12/27/2022
There are 92 provisions in the new SECURE 2.0 Act—and by at least one assessment, they are “almost universally good, with ‘good’ being defined as ‘helpful to the cause of promoting retirement... Read More
BY Ted Godbout | 12/23/2022
While it came down to the wire, both the House and Senate have now approved the much-anticipated SECURE 2.0 Act of 2022 as part of the mammoth $1.7 trillion omnibus spending bill.
For months... Read More
BY Ted Godbout | 12/21/2022
There’s a lot still to unpack in the new SECURE 2.0 Act of 2022, but 24 hours after its publication, here are some additional highlights.
First off, it’s worth reiterating that the legislation... Read More
BY Ted Godbout & Nevin E. Adams, JD | 12/20/2022
After months of speculation on whether the House and Senate would attach a final retirement security legislative package with a must-do, year-end spending bill, we now have an answer.
While most... Read More
BY Ted Godbout | 12/1/2022
With speculation running rampant on whether Congress will approve the SECURE Act 2.0 in the remaining days of the 117th Congress, we sat down with American Retirement Association CEO Brian Graff to... Read More
BY NAPA Net Staff | 11/29/2022
With Congress poised to pass another comprehensive retirement policy bill this year—a new analysis underwritten by the American Retirement Association shows the dramatic impact on retirement savings—... Read More
BY Ted Godbout | 11/16/2022
The Senate Finance Committee Chairman apparently remains bullish on the prospects that follow-on legislation to the original SECURE Act will be enacted this year during the lame-duck session.... Read More
BY Ted Godbout | 11/14/2022
Both the House and Senate are scheduled to return this week for a lame-duck session, but the dust hasn’t settled yet on the elections and time is running short, including whether the SECURE Act 2.0... Read More
BY John Iekel | 11/1/2022
Feeling SECURE? We’re still fairly new at implementing the first one, and here comes the second. In an Oct. 24 session of the 2022 ASPPA Annual conference, two industry experts offered a deep dive... Read More
BY John Iekel | 10/4/2022
Legislation that could affect retirement plans is pending on Capitol Hill—the midterm elections loom and its remaining weeks after that will be a “lame-duck” session. But that may not spell doom for... Read More
BY Ted Godbout | 9/8/2022
We now have legislative language for the Enhancing American Retirement Now (EARN) Act—and a quick review finds a change from the concept draft regarding catch-up contributions.
In June, the Senate... Read More
BY Ted Godbout | 6/22/2022
Paving the way for a year-end deal with the House of Representatives, one of the most powerful committees in the U.S. Senate has advanced comprehensive retirement reform legislation that... Read More
BY Ted Godbout | 6/20/2022
The Senate Finance Committee on June 17 released the Enhancing American Retirement Now (EARN) Act, its counterpart to the House-passed SECURE 2.0—a massive piece of legislation that... Read More
BY Ted Godbout | 6/14/2022
Legislation that builds off the House-passed SECURE Act 2.0 bill and includes provisions advanced by the American Retirement Association has taken an important step in the Senate.... Read More
BY Ted Godbout | 6/8/2022
The Senate Health, Education, Labor and Pensions (HELP) Committee is set to move forward on legislation intended to build off the House-passed SECURE Act 2.0.
After formally introducing the “... Read More
BY Ted Godbout | 5/27/2022
In an opening bid by the Senate, the chair and ranking Republican of the Senate Health, Education, Labor and Pensions Committee have released a discussion draft of legislation that builds off the... Read More
BY Ted Godbout | 3/30/2022
After waiting for nearly a year, legislation that builds off the original SECURE Act and is supported by the American Retirement Association was approved March 29 by the House of Representatives.... Read More
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