Advising, Complying, Providing & Surviving in a SECURE Act World
What advisors, sponsors, and providers need to know about this game-changing retirement legislation.
February 25, 2020
How much will SECURE Act, Open MEPs improve retirement security?One group in particular stands to benefit the most from this retirement legislation, according to EBRI modeling.
February 24, 2020
SECURE Act's new retirement plans: MEPs, ARPs & PEPsNext year, small-business clients will have even more options for providing retirement benefits to employees.
February 18, 2020
Rethinking retirement planning in wake of SECURE ActThe loss of the stretch IRA will be significant -- especially for trusts designated as beneficiaries of retirement accounts.
February 04, 2020
Will SECURE Act move the needle for guaranteed income in retirement plans?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.
January 30, 2020
With SECURE Act, EBSA has its hands fullFrom tricky provisions in Secure Act, to a new fiduciary rule, regulators have their work cut out
February 03, 2020
3 ways the SECURE Act affects company retirement plansPlan sponsors need to be aware of the fine print in the legislation to avoid costly mistakes and compliance issues with the IRS.
January 22, 2020
8 SECURE Act provisions effective immediately await regulators' compliance guidanceAlthough industry must comply immediately with these provisions, they lack guidance from regulators as to how, the SPARK Institute says.
February 07, 2020
Advisors' advice: What does the SECURE Act really mean for clients?We asked advisors to give us their take on this sweeping retirement legislation. Here are 15 of the responses.
January 27, 2020
Ted Benna's take on SECURE Act and 2020Also, experts discuss future of annuities, long-term care and Social Security.
January 20, 2020
Brush up on 401(k) MEPsWith the SECURE Act, there's a very good chance the MEP will become the standard 401(k) solution for all but the largest businesses.