Planning Guide: SECURE 2.0 Provision Assessment

The Act, signed into law in December 2022, creates legislative provisions to help improve retirement savings for thousands of Americans. Use this planning guide to help your HR team and 401(k) committee assess key SECURE 2.0 provisions. 


Here’s what’s included in the worksheet:

  • An easy-to-print breakdown of the major SECURE 2.0 provisions 
  • Strategic planning questions to guide your team discussions and help you make decisions around the new provisions 

Get the SECURE 2.0 planning guide now: