The SECURE Act Guide January 2022 Update

An overview of the provisions, key details, and potential next steps

At the end of 2019, Congress made significant changes to long-held rules in its effort to expand access to workplace plans and retirement savings, including the Setting Every Community Up for Retirement Enhancement (SECURE) Act. As the first major retirement law in nearly 13 years, there’s a lot to digest.

This Guide, which has been updated through January 2022, focuses on the key provisions relevant to workplace retirement plans. Use the details in this Guide to help prepare for the changes affecting your plan.

For January 2022, the Guide updates include:

  • Lifetime Income Disclosures
  • Pooled Employer Plans (PEPs)
  • Qualified birth or adoption distributions (QBOAD)
  • Required minimum distributions (RMDs)
  • Long-term part-time employees
  • Combined Form 5500 filings
  • And more
Review the Guide

For plan sponsor use only and investment professional use.

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