September 6, 2024
Getting to know SECURE 2.0 Act
The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law at the end of 2022, bringing many current and future enhancements to qualified retirement plans. The new provisions enable employers, the federal government, and the retirement plan industry to help Americans save more for retirement. We're excited about the changes, and we expect you will be, too.
What's new with SECURE 2.0 Act?
After a busy year of SECURE 2.0 activity, we'll be providing a timely update on where things stand. Join our experts—Chris Frank, head of DC consulting, and Tami Guimelli, assistant vice president and associate chief counsel—as they provide insight on the key takeaways for 2024 and beyond.
SECURE 2.0 Act overview
The SECURE Act received several updated provisions as part of the $1.66 trillion spending package signed into law on December 29, 2022. Hear from our experts as they provide insight on the key takeaways of SECURE 2.0 Act.
Learn more with our SECURE 2.0 viewpoints
April 17, 2024
SECURE 2.0 checklist—a simple way to help you keep your plan compliant
January 25, 2024
IRS guidance on SECURE 2.0 provisions—helpful but not everything we hoped for
More SECURE 2.0 viewpoints
- Long-term, part-time employees: Guidance has finally arrived
- IRS delays SECURE 2.0 Roth catch-up rules for two years
- How SECURE 2.0 changes RMDs, catch-up contributions, and Roth
- Four important new rules for Roth in SECURE 2.0
- What are the long-term part-time rules under SECURE and SECURE 2.0?
- IRS issues guidance on SECURE 2.0 EPCRS self-correction program expansion
- What’s in SECURE 2.0 for defined benefit plans?
- SECURE 2.0 tax credits: a way to compete with state retirement plans
- How SECURE 2.0 can help your employees save more for retirement
- What’s in SECURE 2.0 for small businesses? A lot
- What you need to know about SECURE 2.0 right now
- A SECURE 2.0 summary of provisions, purpose, and timing
- SECURE 2.0 Act offers good news for retirement savers
SECURE 2.0 is paving the way for small businesses
A retirement plan may seem like a luxury for small businesses, but SECURE 2.0 is helping to make it easier and more affordable to offer one. Learn how SECURE 2.0 is making a difference and what small business owners should know about offering a retirement plan.
Important disclosures
John Hancock Retirement Plan Services LLC offers administrative and/or recordkeeping services to sponsors and administrators of retirement plans. John Hancock Trust Company LLC provides trust and custodial services to such plans. Group annuity contracts and recordkeeping agreements are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA (not licensed in NY), and John Hancock Life Insurance Company of New York, Valhalla, NY. Product features and availability may differ by state. Securities are offered through John Hancock Distributors LLC, member FINRA, SIPC.
John Hancock Investment Management Distributors LLC is the principal underwriter and wholesale distribution broker-dealer for the John Hancock mutual funds, member FINRA, SIPC.
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Intended for intermediary and plan sponsor audience