SECURE 2 0 Overview and Guidance Final Version

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


June 28, 2023


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.

About the authors

Chantel Sheaks headshot

Chantel Sheaks

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