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SECURE 2.0 in Action: Improving Retirement Outcomes

We are thrilled that the SECURE 2.0 Act of 2022 was signed into law by President Biden on December 29, 2022 as part of the Consolidated Appropriations Act. The key provisions of SECURE 2.0 set up important opportunities to improve retirement outcomes and create significant opportunities for DB and DC Plan sponsors and participants.

Are you wondering how to respond to this new law, but haven’t had the time to interpret the provisions:

  • How should SECURE 2.0 be interpreted? What is Congress trying to achieve?
  • What solutions should be considered to best take advantage of these solutions?
  • How can Aon help?

Review the session slides and watch our webinar recording to see Aon’s Wealth Solutions take a closer look at SECURE 2.0:

  • Key provisions for Defined Benefit (DB) and Defined Contribution (DC) plans including support for effective and prudent use of DB pension plan assets, acknowledgement of broader financial challenges that serve as barriers to retirement savings and increased retirement savings through automation, incentives, and flexibility
  • Support for employees as they manage income to and through retirement
  • Comprehensive options for plan management, including pooled employer plans (PEPs) for both 401(k) and 403(b) programs


Rick Jones

Senior Partner, Aon Wealth Solutions

Melissa Elbert

Partner, Aon Wealth Solutions

Grace Lattyak

Partner, Aon Wealth Solutions

Elizabeth Groenewegen

Associate Partner, Aon Wealth Solutions

A PDF of the presentation is available for download below.


Continue the conversation – join Aon on January 24 at 11 a.m. CT for an exclusive webinar designed for tax-exempt 403(b) plan sponsors.