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A retirement specialist advisor smiling about the Secure Act 2.0 changes.

SECURE 2.0: What you and your clients need to know

The long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0) officially passed and was signed into law in December 2022. With two major retirement legislative reform bills enacted within a three-year span, this is a momentous time for the U.S. retirement industry.

Learn how SECURE 2.0 may impact retirement plans and savers.

SECURE 2.0 Act of 2022 (SECURE 2.0)

Check out our helpful resources to learn how the new legislation may affect retirement plans and savers.

Overview of key provisions


SECURE 2.0: A little something for everyone (webinar)

Be sure to bookmark the RIS thought leadership retirement and legislation page and follow Principal® Director of Policy Lance Schoening on LinkedIn for additional updates.


The SECURE Act of 2019 (SECURE Act)

The original SECURE Act gave Americans new opportunities for a more secure retirement. The following informational materials provide further details regarding these changes:

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment or tax advice. You should consult with appropriate counsel, financial professionals or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.


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