2019 was certainly a profitable year for investors as traditional and alternative asset classes delivered positive returns. As we enter…
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.
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.
In June of 2019, we published our first paper on the SECURE Act, “Securing Retirement through the…
Since our 2Q 2019 DC Legislative Update, both chambers of Congress have moved forward with legislative enhancements…
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