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

07.06.2020

Financial Factors in Selecting Plan Investments Proposed Rule

On June 23rd, 2020, the U.S. Department of Labor released a proposal to amend certain fiduciary regulation around the consideration of…

06.01.2020

Don’t Mind the Gap

On the surface it looks disjointed. We are in the midst of what is likely the worst recession since the…

05.22.2020

Brighter Lights at the End of a Shorter Tunnel

Biotech company Moderna’s announcement earlier this week that its coronavirus vaccine successfully helped healthy adults produce antibodies against COVID-19 sent…

05.11.2020

Is It Game Over for Value Stocks?

Over the last ten years, growth stocks have outperformed value stocks by an average 5.3% per year, and the differential…

04.24.2020

The Slow Road to Recovery: Phase Four Relief Stimulus in Context

The $484 billion latest coronavirus relief stimulus package passed through the Senate on Tuesday (April 21st), passed through the House…

04.21.2020

What Does the COVID-19 Pandemic Mean for Private Equity Investments?

Given the significant amount of volatility in the public markets and uncertainty surrounding the economic outlook as a result of…

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 >