SECURE 2.0 today

How retirement plan sponsors are navigating a new world of provisions and mandates

Our latest edition of UBS Workplace Voice, Issue 6, focuses on how retirement plan sponsors are adjusting to the SECURE 2.0 Act of 2022 (SECURE 2.0) requirements and state mandates. Read about the impact on their businesses, their employees and their plans.

The report highlights:

  • Plan sponsors' perceptions, in general, about SECURE 2.0
  • Why employers who don’t offer plans may reconsider their decision
  • Plan sponsors’ top concerns about implementing SECURE 2.0 provisions
  • Where plan sponsors go for guidance about the legislation

 

Previous research

2023
Tomorrows, new and improved

Download the reportpdf, 640 KB

2021
Benefits take center stage

Download the reportpdf, 309 KB

2022
Taking the lead

Download the reportpdf, 299 KB

2020
A benefit whose time has come

Download the reportpdf, 220 KB

2022
In motion

Download the reportpdf, 290 KB

Let's talk

We welcome your questions about how we can help you create a more rewarding workplace through UBS Workplace Wealth Solutions. Please contact us via e-mail at UBSWorkplaceSolutions@ubs.com.

Contact us

Learn more about our solutions

Financial wellness
Retirement plan services
Equity plan services
Institutional consulting
Workplace insights

Get in touch

Together, we can help you pursue what’s important

Are you a client?

Become a UBS client

Expiration: 5/31/2025 Review Code: IS2402492

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business and that you carefully read the agreements and disclosures that we provide about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary.