SECURE Act | Groom Law Group

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Legislative Materials

SECURE 2.0 was signed into law on December 29, 2022, and will have a profound impact on nearly every aspect of retirement plan administration. For a downloadable comparison chart of SECURE 2.0 against present law, view here.

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Events

Stay tuned for future SECURE Act programming. You may find recordings of all our SECURE Act webinars at the link below.

Related Resources

News

04/24/2023

Ashner Quoted in PLANSPONSOR on Potential Legislation on CITs in 403(b)s

News

04/23/2023

Dold Talks SECURE’s Plan Sponsor Roth Requirements With PLANADVISER

Publications

03/15/2023

Groom Publication

SECURE 2.0 Guidance – IRA Reporting Relief for 2023 RMDs

Publications

03/09/2023

Groom Publication

Traditional and Roth IRA Changes Under SECURE 2.0

Events

March 8, 2023

Strafford

SECURE Act 2.0: Key Provisions and Compliance Considerations for Plan Sponsors

Publications

03/06/2023

Groom Publication

DOL Finalizes Significant Form 5500 Changes for 2023 Year

Events

March 1, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 and Defined Benefit Plans (March 1, 2023)

Publications

02/27/2023

Benefits Pro

SECURE 2.0 encourages employers to expand employee benefits (not just retirement plans)

Events

February 23, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 for Fiduciaries (February 23, 2023)

Events

February 15, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 and Retirement Plan Overpayments & Corrections (February 15, 2023)

News

February 13, 2023

CNN Business

Winters Featured in CNN Business on Changes to Roth Savings Under SECURE 2.0

News

February 10, 2023

Pensions and Investments

Kreps Joins Pensions & Investments to Cover Catch-Up Contributions and Raised RMD Age

News

February 9, 2023

Pensions & Investments

Pensions and Benefits Quotes Levine on SECURE Oversight

Publications

02/08/2023

Groom Publication

SECURE 2.0 Creates New Opportunity to Use Surplus Pension Assets for Retiree Welfare Benefits

Events

February 8, 2023

Groom Webinar: SECURE 2.0 and Emergency Savings Accounts (February 8, 2023)

Events

February 1, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 for 401(k) Plans + Forthcoming Deadlines (February 1, 2023)

News

01/30/2023

401(k) Specialist

401(k) Specialist Provides Winters’ Take on SECURE 2.0’s Lapse on Catch-Up Contributions

Events

January 25, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 and IRAs (January 25, 2023)

Events

January 18, 2023

Groom Webinar

Groom Webinar: SECURE 2.0 for Governmental Plans (January 18, 2023)

Events

01/17/2023

SECURE 2.0: An Overview of the Provisions Impacting Employers

News

01/16/2023

Pensions & Investments

Kreps Touches on SECURE 2.0 and Future Retirement Rulemaking With Pensions & Investments

News

01/06/2023

Kreps, McDonald, and Winters Quoted in PLANSPONSOR on SECURE 2.0’s 403(b) Provision

Events

01/04/2023

Groom Webinar

Groom Webinar: SECURE 2.0 – What You Need to Know (January 4, 2023)

News

12/29/2022

Ashner Discusses SECURE 2.0 for 403(b) Plans With PLANSPONSOR

News

12/23/2022

Broadcast Retirement Network

Levine, Walsh Cover SECURE 2.0 Priorities on the Broadcast Retirement Network

Publications

12/22/2022

Groom Publication

SECURE 2.0 Hitches a Ride Just in the St. Nick of Time

News

12/16/2022

401(k) Specialist

Jake Eigner Talks Final SECURE 2.0 Hurdles and New ESG Rule Impacts

News

12/12/2022

McDonald Discusses SECURE 2.0 Prospects and Uncertainty with PLANSPONSOR

News

12/08/2022

Winters Discusses Most Likely SECURE 2.0 Savings Provisions with CNN Business

News

11/08/2022

PLANADVISER

Kreps Comments on Potential Effects of 2022 Midterms on SECURE 2.0

Publications

11/03/2022

Groom Publication

2022 Retirement Plan Year-End Amendments and Operational Compliance

Publications

11/01/2022

TAXES – The Tax Magazine

Plan Amendment Deadline for SECURE and CARES Amendments

Publications

08/04/2022

Groom Publication

IRS Provides Three-Year Extension for SECURE Act Amendments and Additional Limited Relief

Publications

08/01/2022

Groom Publication

Summary of Provisions in the Securing a Strong Retirement Act (H.R. 2954)

Publications

04/27/2022

Groom Publication

Summary of House-Passed SECURE 2.0 Legislation

Publications

04/25/2022

TAXES - The Tax Magazine

Proposed Required Minimum Distribution Regulations Explain SECURE Act Changes (and More)

Publications

11/08/2021

Groom Publication

2021 Retirement Plan Year-End Amendments and Operational Compliance

Publications

11/01/2021

Journal of Pension Benefits

SECURE Act Changes to 401(k)/403(b) Safe Harbor Plans

Publications

09/21/2021

Groom Publication

Agencies Propose Extensive Form 5500 Amendments

Publications

07/30/2021

Groom Publication

DOL Clarifies Lifetime Income Disclosure Requirement

Publications

07/15/2021

Groom Publication

Comparison of Provisions in SECURE 2.0 and Cardin-Portman

Publications

05/13/2021

Groom Publication

Summary of Provisions in the Securing a Strong Retirement Act of 2021

Publications

04/08/2021

Groom Publication

Updated IRS Publication 590-B Provides Insights On Post-Death RMD Rules After the SECURE Act

Publications

12/28/2020

Groom Publication

IRS Guidance on SECURE Act Provides More Detail on Changes to Safe Harbor Plans

Publications

09/21/2020

Groom Publication

Round One of SECURE Act IRS Guidance Clarifies Some Key Issues for Retirement Plans

Publications

02/12/2020

Groom Benefits Brief

SECURE Act – Impact on 401(k) Plan Sponsors

Publications

02/11/2020

Church Plans Under the SECURE Act

Publications

02/06/2020

Groom Benefits Brief

Lifetime Income Provisions Under the SECURE Act

Publications

01/31/2020

Bloomberg Law Insight: Untangling the SECURE Act’s Retirement Plans—PEPs, ARPs, and MEPs

Publications

01/30/2020

Groom Benefits Brief

Round One of SECURE Act Guidance – IRA Reporting Relief for 2020 MRDs

Publications

01/23/2020

Should Your Company Finally Offer a Retirement Plan?

Publications

01/23/2020

Groom Benefits Brief

SECURE ACT Impacts Distributions Under Governmental Plans and Other Areas Affecting Plan Administration

Publications

01/22/2020

2020 brings new opportunities in the retirement space

Publications

01/22/2020

Groom Benefits Brief

SECURE Act and Spending Bills – Impact on Plan Sponsors

Publications

01/17/2020

Bloomberg Law Insight: 10 Key Changes to IRAs in 2020 Under SECURE Act

Publications

01/15/2020

Groom Benefits Brief

SECURE Act Requires Immediate Action by Plan Service Providers

Publications

01/10/2020

Groom Benefits Brief

SECURE Act Testing Relief for Closed/Frozen Defined Benefit Plans

Publications

01/10/2020

InsuranceNewsNet

The SECURE Act Increases The Buzz Around Annuities

Publications

01/09/2020

So you want to sponsor a pooled employer plan? Here are 5 things to know

Publications

12/19/2019

Groom Benefits Brief

Year-End Challenges and Opportunities: Congress Passes SECURE Act, Caddy Tax Repeal, and More

Publications

05/28/2019

Groom Benefits Brief

House Passes Bipartisan Retirement Reform Legislation

Publications

04/05/2019

Groom Benefits Brief

A Step Forward For Retirement Legislation

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