Individual Retirement Plans Legislative Update — SECURE Act

January 14, 2020

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.

Read> Individual 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 summary of the SECURE Act’s provisions impacting our defined contribution and defined benefit plan clients is outlined in a separate legislative update 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.

Related Content

11.19.2020

Defined Contribution Plan Legislative Update – 4Q 2020

While legislators have been focused on negotiating the next round of stimulus and dealing with the implications of the recent…

11.10.2020

What Does the Biden Win Mean for Financial Markets?

On Saturday, November 7th, Joe Biden was declared the winner of the presidential election and will become the 46th president…

10.22.2020

Q3 2020 Market Insights Video

This video features an in-depth analysis of the third quarter’s performance, coinciding with our 3Q Asset Allocation Update newsletter (coming next…

09.21.2020

How Will the 2020 Election Affect the Markets?

The 2020 presidential election is fast approaching on November 3rd and key election issues pertaining to the economy will be…

09.09.2020

We’ve Come So Far, but Maybe It Was Too Fast

It had been smooth sailing in equity markets since the first quarter’s bear market. The S&P 500 index eclipsed the…

08.27.2020

The Quality of Index Construction

Index choice plays a pivotal role in investment management. Passive investors utilize indices to gain exposure to a specific segment…

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 >