• SearchSearch
  • fb tw li
    • BenefitsPRO
      An ALM Exclusive Brand
    • Sign InSign In
      Register
      • Home
      • Benefits BrokerExpand Benefits Broker
    • Benefits Broker
    • Core and Group Health
    • Voluntary Benefits
    • Consumer Driven Health Care
    • Health Care Reform
    • Benefits Sales Strategies
    • Broker Innovation Lab
    • Broker Regulation
    • Enrollment
    • Practice Management
    • Leads
      • Benefits ManagerExpand Benefits Manager
    • Benefits Manager
    • Employer-Paid
    • Employee-Paid
    • Compliance
    • HR Regulation
    • HR Technology
    • Cost-Containment
    • Employee Participation
    • Wellness
    • C-Suite
    • Retirement
      • Retirement AdvisorExpand Retirement Advisor
    • Retirement Advisor
    • Defined Contribution
    • Advisor Sales Strategies
    • Retirement Regulation
    • Advisor Technology
    • Retirement Trends
    • Defined Benefits
    • Investment Instruments
    • Legal
    • Leads
      • COVID-19
      • BenefitsPro Magazine
      • FreeERISA
      • BenefitsPRO Broker Expo
      • Instant Insights
      • Events
      • Editorial Calendar
      • Resource Center
      • Broker Innovation Lab
      • Newsletters
      • Webcasts
      • Podcast Center
    • About Us
    • Contact Us
    • Site Map
    • Advertise With Us
    • Terms of Service
    • Privacy Policy
      • Follow BenefitsPRO
    • fb
    • tw
    • li
    • Copyright © 2021 ALM Media Properties, LLC. All Rights Reserved.

      alm.com

BenefitsPRO
  • Sign InSign In
  • REGISTER
Search
 
  • Benefits Broker
    • Core and Group Health
    • Voluntary Benefits
    • Consumer Driven Health Care
    • Health Care Reform
    • Benefits Sales Strategies
    • Broker Innovation Lab
    • Broker Regulation
    • Enrollment
    • Practice Management
    • Leads
  • Benefits Manager
    • Employer-Paid
    • Employee-Paid
    • Compliance
    • HR Regulation
    • HR Technology
    • Cost-Containment
    • Employee Participation
    • Wellness
    • C-Suite
    • Retirement
  • Retirement Advisor
    • Defined Contribution
    • Advisor Sales Strategies
    • Retirement Regulation
    • Advisor Technology
    • Retirement Trends
    • Defined Benefits
    • Investment Instruments
    • Legal
    • leads
  • COVID-19
    • COVID-19
  • Magazine
    • Previous Issues
  • FreeERISA
  • BROKER EXPO
  • LEads
    • Benefits Leads
    • 401(k) Leads
  • More
    • Special Reports
    • FreeERISA
    • BROKER EXPO
    • Instant Insights
    • Expert Perspectives
    • Events
    • Editorial Calendar
    • Resource Center
    • Newsletters
    • Webcasts
    • Podcast Center

Instant Insights

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.

Choose How You Would Like to Share This Page

Facebook Twitter LinkedIn Email

X

Share with Email

sending now...

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Cancel

Share This Page

  • News

    How much will SECURE Act, Open MEPs improve retirement security?

    Nick Thornton | February 25, 2020

    One group in particular stands to benefit the most from this retirement legislation, according to EBRI modeling.

  • Commentary

    SECURE Act’s new retirement plans: MEPs, ARPs & PEPs

    William Byrnes and Robert Bloink | February 24, 2020

    Next year, small-business clients will have even more options for providing retirement benefits to employees.

  • Commentary

    Rethinking retirement planning in wake of SECURE Act

    Andrew S. Rusniak | February 18, 2020

    The loss of the stretch IRA will be significant -- especially for trusts designated as beneficiaries of retirement accounts.

  • Market Insights

    Will SECURE Act move the needle for guaranteed income in retirement plans?

    Nick Thornton | February 04, 2020

    One development that could spur product innovation would be new guidance from the DOL on the role of annuities in a qualified default investment alternative.

  • News

    With SECURE Act, EBSA has its hands full

    Nick Thornton | January 30, 2020

    From tricky provisions in Secure Act, to a new fiduciary rule, regulators have their work cut out

  • Load More Stories
  • Commentary

    3 ways the SECURE Act affects company retirement plans

    Chris W. Shankle | February 03, 2020

    Plan sponsors need to be aware of the fine print in the legislation to avoid costly mistakes and compliance issues with the IRS.

  • Analysis

    8 SECURE Act provisions effective immediately await regulators' compliance guidance

    Nick Thornton | January 22, 2020

    Although industry must comply immediately with these provisions, they lack guidance from regulators as to how, the SPARK Institute says.

  • Conversation

    Advisors’ advice: What does the SECURE Act really mean for clients?

    Ginger Szala | February 07, 2020

    We asked advisors to give us their take on this sweeping retirement legislation. Here are 15 of the responses.

  • Market Insights

    Ted Benna's take on SECURE Act and 2020

    Ginger Szala | January 27, 2020

    Also, experts discuss future of annuities, long-term care and Social Security.

  • Commentary

    Brush up on 401(k) MEPs

    Christopher Carosa | January 20, 2020

    With the SECURE Act, there’s a very good chance the MEP will become the standard 401(k) solution for all but the largest businesses.

  • Load More Stories
  • News

    Recordkeepers ‘deluged’ by sponsors’ questions need SECURE Act guidance yesterday

    Nick Thornton | January 15, 2020

    If not guidance on the 'new parent' provision, recordkeepers would welcome good faith relief regarding withholding and RMDs.

  • Analysis

    SECURE Act doesn’t insulate annuities in 401(k)s from a fiduciary standard

    Nick Thornton | January 10, 2020

    Some are concerned the new provider selection safe harbor will be abused.

  • Commentary

    Now’s the time to SECURE your MEP cred – Carosa

    Christopher Carosa | January 15, 2020

    How can you get up to speed quickly on MEPs? Let’s break it down into 3 primary components.

  • Commentary

    So you want to sponsor a pooled employer plan? Here are 5 things to know

    David Levine and Kevin Walsh | January 09, 2020

    With the passage of the SECURE Act, you may be considering sponsoring a PEP - if you are, there are 5 things to know now.

  • Analysis

    Industry cautiously optimistic as Labor prepares ground rules on Open MEPs

    Nick Thornton | January 09, 2020

    SECURE Act's impact on workplace retirement plans will largely depend on guidance and regulations drafted by the DOL.

  • Load More Stories
  • Commentary

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

    Rebecca Rosenberger Smolen and Amy Neifeld Shkedy | January 08, 2020

    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.

  • News

    3 planning alternatives to Stretch IRAs

    Nick Thornton | January 03, 2020

    With SECURE Act’s passage, Stretch option are no longer available as an estate planning tool.

  • Analysis

    Will Open MEPs pave way for alts in 401(k)s?

    Nick Thornton | December 23, 2019

    2 things have to happen if Open MEPs prove to be a catalyst to wider use of alternative investments in 401(k)s, says an ERISA attorney

  • News

    7 possible obstacles to Secure Act's future

    Allison Bell | December 18, 2019

    Sure, the House passed it. Going from that to monster retirement plan sales could still be hard.

  • Analysis

    Labor expected to act quickly on Open MEPs now that SECURE is passed

    Nick Thornton | December 19, 2019

    The Open MEP provision, which the DOL will need to provide guidance on, could impact existing plan sponsors, not just small businesses.

  • Load More Stories
  • News

    9 industry reactions to SECURE Act placement in spending bill

    Nick Thornton | December 17, 2019

    The SECURE Act has been attached to the House spending package -- and it appears to be same as the one passed by House in May.

  • Commentary

    Will association fear hold back 401(k) MEPs? – Carosa

    Christopher Carosa | November 13, 2019

    There’s a pot of MEP gold at the end of the rainbow for all parties, but trade associations must take that brave first step to get it.

  • News

    SECURE Act provision could help Gold Star families: AALU

    Allison Bell | October 22, 2019

    The provision could reduce the taxes of children of service members who die in combat.

Trending Stories

  1. 3 Social Security changes coming in 2021

  2. Behavioral health: The hidden chronic condition costing you millions

  3. The hybrid workforce is coming: Here’s what you need to know

  4. Hospital revenues could plunge as much as $122B in wake of pandemic

  5. Walmart lures Goldman bankers in bid to fight Wall Street

BenefitsPRO
Follow Us On fb tw li
  • Benefits Broker
  • Benefits Manager
  • Retirement Advisor
  • COVID-19
  • Magazine
  • FreeERISA
  • BROKER EXPO
  • More
  • About BenefitsPRO
  • Contact Us
  • Site Map
  • Advertise With Us
  • Terms of Service
  • Privacy Policy
  • Terms of Service
  • Privacy Policy

alm.comCopyright © 2021 ALM Media Properties, LLC. All Rights Reserved.