Road to 2.0 Nearing 3-Way Intersection?

Be alert for some confusion surrounding SECURE 2.0. Why? Because it’s not a single bill. In fact, none of the following three bills expected to eventually come together into SECURE 2.0 is actually titled as such. 

• Securing a Strong Retirement Act of 2022 (i.e., House SECURE 2.0), passed by the House of Representatives
• Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (i.e., RISE & SHINE Act Summary), passed by the Senate Health, Education, Labor and Pensions Committee
• Enhancing American Retirement Now Act (i.e., EARN Act Summary), passed by the Senate Finance Committee

Powered by overwhelming bipartisan support, a reconciled bill is expected to emerge from both chambers and become law this year. For additional information on SECURE 2.0, please review the following flyer.