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SECURE 2.0 Resources

SECURE 2.0: What You Need to Know

Resources for NAIFA Members

Passage of legislation known as the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the NAIFA members who help them prepare for retirement and achieve financial security. NAIFA strongly advocated on behalf of SECURE 2.0. In the on-demand webinar below, a panel of NAIFA experts breaks down some of the 90+ provisions in the law.

Watch the On-Demand Webinar held on January 26, 2023 featuring Jayne Fitzgerald and Dani Kehoe of NAIFA and Erin Wood of the Carson Group.

Get Involved

The passage of SECURE 2.0 and the RILA Act show that engaged and active NAIFA members make a difference by participating in grassroots advocacy. But we're not finished! Many challenges remain and there are additional ways state and federal lawmakers can help NAIFA members better serve the financial security interests of their clients and communities.

We need you to be involved. NAIFA's Financial Security Advocate Academy is a free educational and training program that makes you the best grassroots advocate you can be. NAIFA's Congressional Conference is our signature advocacy event where we take our grassroots influence directly to Capitol Hill. Sign up today.

Become a Financial Security Advocate

Register for Congressional Conference