Last week, we hosted our “Halftime” Market Insights Webinar. As the host, my job was to introduce…
In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the SECURE Act,” after it passed the House and have since been monitoring the evolution of the legislation. On December 17th and 19th, the House and Senate respectively passed the SECURE Act (“the Act”) with the goal of enhancing retirement readiness for Americans. The Act will undoubtedly impact both retirement plans and individuals in many ways. This update will specifically focus on the pieces of the legislation impacting individuals.
As always, your consultant will be able to address any specific questions you may have regarding these changes. A summary of the SECURE Act’s provisions impacting our defined contribution and defined benefit plan clients is outlined in a separate legislative update here.
This legislative update covers the SECURE Act 2.0, summarizes requirements in the SECURE Act for defined contribution plans to provide…
Quite simply, this has been the worst start to a year since the 1930s: One of only 19 quarters since…
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