The SECURE 2.0 Act of 2022 (SECURE 2.0) ushers in sweeping changes as the most substantial piece of retirement legislation since the ERISA Act of 1974. Plan providers and employers, recordkeepers, TPAs and other service providers will all be impacted.
- When and how will SECURE 2.0 transform plan availability, eligibility, and participation?
- What does this act require — and what opportunities does it create?
- What must you do now? How will you stay current as SECURE 2.0 evolves?
Broadridge delivers insights, resources and solutions to help you ensure compliance and capitalize on new opportunities.
SECURE Act 2.0 Provision Timeline
View an effective date reference guide for some of the key provisions included in SECURE Act 2.0.
Benefits across the retirement value chain
Understand the far-reaching benefits of SECURE 2.0, from plan providers and sponsors to participants and all stakeholders in between.
Advisors: Build your book with 2.0
A potential wave of new plans can create new opportunities — even for advisors keeping a sharp eye on spending. Gain insights into the tools and practices that can help you capture new business and strengthen client relationships.
Recordkeepers: Get ready for 2.0
Learn how SECURE 2.0 will impact your business — and how to you can benefit. The right platform and processes can help you efficiently adapt to the changes SECURE 2.0 will bring.
Broadridge solutions for retirement services providers
Gain critical insight and support for sales, training and product proposal development.
Maximize flexibility and investment choice using the open architecture trading platform with access to more than 25,000 funds.
Rely on an experienced, independent custodian to automate and optimize your trust and custody services.
Drive front, middle and back-office efficiencies with leading-edge technology and tools for retirement.
Adapt to regulatory changes, monitor risk and achieve greater visibility into your operations.
Offer a range of value-added services plus competitive-analysis capabilities to the broker-dealer and advisors you serve.
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
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Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Webinar
SECURE Act 2.0 Webinar Series: The Final Push
Webinar
SECURE Act 2.0 Webinar Series: Financial Planning Considerations for Advisors
Webinar
SECURE Act 2.0 Webinar Series: Incentivizing Increased Participant Savings
Webinar
SECURE Act 2.0 Webinar Series: Encouraging New Plan Creation
Webinar
A Fiduciary Guide to SECURE 2.0
Webinar