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

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

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

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

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

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.

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

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

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