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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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photos of experts William Byrnes and Robert Bloink Experts Robert Bloink and William Byrnes are coauthors of Tax Facts, a reference solution that helps to answer critical tax questions and provides the latest tax developments.

Beginning in 2021, small-business clients will have even more options for providing retirement benefits to employees. The Secure Act removed the commonality of interest requirement that previously limited multiple employer plans (MEPs) to business owners who shared the same geographic location or industry—creating a new type of MEP. Under the Secure Act, employers will be able to offer MEPs, association retirement plans (ARPs) and pooled employer plans (PEPs).

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