Instant Insights / Advising, Complying, Providing & Surviving in a SECURE Act World

What advisors, sponsors, and providers need to know about this game-changing retirement legislation.

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SECURE ACT: Game changer for estate planning with qualified retirement benefits

The days of careful planning to obtain the maximum life expectancy stretch-out are now over for the beneficiaries of a participant who dies on or after Jan. 1, 2020.

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Rebecca Rosenberger Smolen, left, and Amy Neifeld Shkedy, right, of Bala Law Group.

The new provisions of the SECURE Act, aka the Setting Every Community Up for Retirement Enhancement Act, which were enacted on Dec. 20, 2019, and became effective as of Jan. 1, 2020, change a key factor that goes into the retirement planning process.

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