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This is the second in a series of articles describing key provisions of the SECURE Act — this time, with a focus on lifetime income options. Some of the changes under the SECURE Act are effective immediately, while others are effective in plan or tax years beginning on or after January 1, 2020.  Employers need to understand these changes to prepare themselves for the resulting effect on retirement plan administration and financial planning.

Related - SECURE Act: What are the required minimum distributions & new withdrawal options?

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