Regulatory and Legislative

Senate Approves Appropriations Bill, Containing the SECURE 2.0 Act of 2022

FuturePlan ERISA Team December 22 2022

The Senate has approved the Consolidated Appropriations Act, 2023 (CAA 2023), by a 68-29 vote. Included in this bill is the SECURE 2.0 Act of 2022.

The House will now take up CAA 2023 with voting anticipated to take place as early as this evening. It is anticipated the bill will pass, as leaders from both chambers and both parties have been deeply involved in negotiating the details of the bill.

The progress of this legislation will continue to be followed, with updates and further analysis forthcoming. Visit futureplan.com for the latest information.

SECURE 2.0 529 account ABLE Account Defined Contribution Plan IRA Legislative updates

Regulatory and Legislative

DOL Final Rule Updating VFCP Has Left OMB

DOL Final Rule Updating VFCP Has Left OMB

Department of Labor guidance titled “Adoption of Amended and Restated Voluntary Fiduciary Correction Program” has left the Office of Management and Budget.


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