The SECURE 2.0 Act of 2022 is a federal law that updated the retirement savings rules established by the original SECURE Act of 2019. It introduced a range of changes designed to help more Americans save for retirement, including new requirements for automatic enrollment in new workplace plans, expanded emergency savings options, and enhanced catch-up contribution limits for workers nearing retirement. Whether these changes affect you depends on your employer’s plan, your income, and your age.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
