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"Retirement Secure Act 2.0 Timeline" headline with someone drawing a bar graph in their journal

Retirement Secure Act 2.0 Part 2: Timeline

There has been a lot of “buzz” in the retirement plan community regarding Retirement Secure Act 2.0 and the new enhancements that legislation is adding to retirement plans. Plan providers, Advisors and Administrators are still waiting for guidance from the Department of Labor on the specifics for many of the new provisions announced in the legislation. An example of such specifics is the possible tax implications of the option to designate employer contributions as Roth (after-tax) contributions. Cary Street Partners will carefully follow new developments and will send out additional information as details become available.

Retirement Secure Act 2.0 Timeline

Listed below is a Retirement Secure Act 2.0 timeline, by year, highlighting some of the key provisions of the Secure Act 2.0. It is very important that all plan sponsors be aware of these changes so that timely action can be taken to amend retirement plans if necessary:

Secure Act 2.0 Timeline Graphic

Have any questions? Or need retirement advice?

Contact our retirement services team today.

Raymond James (R.J.) Reibel
Financial Advisor, Retirement Benefits, Director
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Paula Megan, CFP®
Client Relationship Manager, Retirement Benefits, Assistant Vice President
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