SECURE 2 0 Overview and Guidance Final Version

Chantel Sheaks Chantel Sheaks
Vice President, Retirement Policy, U.S. Chamber of Commerce

Published

June 28, 2023

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On December 29, 2022, Congress passed SECURE 2.0, which contained over ninety distinct retirement plan provisions with effective dates ranging from the date of enactment, 2023, 2024, 2025 and beyond. We appreciate the amount of work needed to implement SECURE 2.0 and the complexities of the timeline over the next several years. We have developed a SECURE 2.0 Implementation Roadmap for your reference that breaks this legislation down in a more accessible format. Please download the slide deck using the button above.

SECURE 2 0 Overview and Guidance Final Version

About the authors

Chantel Sheaks

Chantel Sheaks

Chantel Sheaks develops, promotes, and publicizes the Chamber’s policy on retirement plans, nonqualified deferred compensation, and Social Security.

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