Institutional Retirement Plans Legislative Update — SECURE Act

January 14, 2020

As speculated in Marquette’s recent  4Q 2019 DC Legislative Update, Congress passed sweeping retirement savings reform by tacking the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) onto its year-end spending bills. 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. This update outlines a summary of the Act’s provisions impacting our defined contribution (DC) and defined benefit (DB) plan clients.

Read > Institutional Retirement Plans Legislative Update — SECURE Act

As always, your consultant will be able to address any specific questions you may have regarding these changes. A similar summary targeting individual investors can be found here.

 

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

Related Content

04.26.2024

1Q 2024 Market Insights Video

This video is a recording of a live webinar held April 25 by Marquette’s research team analyzing the…

04.25.2024

Mind the Gap

Any ride on the London Tube reminds riders to mind the gap: Beware the space between train car and platform…

01.26.2024

2024 Market Preview Video

This video is a recording of a live webinar held January 25 by Marquette’s research team analyzing 2023 across the…

01.18.2024

Great Expectations

After ending 2023 with a steep market rally, 2024 began on a more muted note, with Fed-pivot exuberance giving way…

01.12.2024

Defined Contribution Plan Legislative Update – 1Q 2024

This legislative update covers proposed regulation by the Department of Labor defining “investment fiduciary,” outlines SECURE Act 2.0’s optional provision…

12.21.2023

We’re Not So Different, High Yield Bonds and Leveraged Loans

Late last year we authored an article detailing the growing differences between the high yield and leveraged…

More articles

Subscribe to Research Email Alerts

Research Email Alert Subscription

Research alerts keep you updated on our latest research publications. Simply enter your contact information, choose the research alerts you would like to receive and click Subscribe. Alerts will be sent as research is published.

We respect your privacy. We will never share or sell your information.

Thank You

We appreciate your interest in Marquette Associates.

If you have questions or need further information, please contact us directly and we will respond to your inquiry within 24 hours.

Contact Us >