In a reversal of trends that had persisted for several years, value stocks have largely outperformed their growth-oriented peers since…
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, provides an update on the Department of Labor’s enforcement of its
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