Advising, Complying, Providing & Surviving in a SECURE Act World
What advisors, sponsors, and providers need to know about this game-changing retirement legislation.
January 15, 2020
Recordkeepers 'deluged' by sponsors' questions need SECURE Act guidance yesterdayIf not guidance on the 'new parent' provision, recordkeepers would welcome good faith relief regarding withholding and RMDs.
January 10, 2020
SECURE Act doesn't insulate annuities in 401(k)s from a fiduciary standardSome are concerned the new provider selection safe harbor will be abused.
January 15, 2020
Now's the time to SECURE your MEP cred – CarosaHow can you get up to speed quickly on MEPs? Let's break it down into 3 primary components.
January 09, 2020
So you want to sponsor a pooled employer plan? Here are 5 things to knowWith the passage of the SECURE Act, you may be considering sponsoring a PEP - if you are, there are 5 things to know now.
January 09, 2020
Industry cautiously optimistic as Labor prepares ground rules on Open MEPsSECURE Act's impact on workplace retirement plans will largely depend on guidance and regulations drafted by the DOL.
January 08, 2020
SECURE ACT: Game changer for estate planning with qualified retirement benefitsThe 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.
January 03, 2020
3 planning alternatives to Stretch IRAsWith SECURE Act's passage, Stretch option are no longer available as an estate planning tool.
December 23, 2019
Will Open MEPs pave way for alts in 401(k)s?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
December 18, 2019
7 possible obstacles to Secure Act's futureSure, the House passed it. Going from that to monster retirement plan sales could still be hard.
December 19, 2019
Labor expected to act quickly on Open MEPs now that SECURE is passedThe Open MEP provision, which the DOL will need to provide guidance on, could impact existing plan sponsors, not just small businesses.