Securing Retirement Through the SECURE Act

June 03, 2019 | Aimee O’Connor, CFP®, Senior Vice President

On May 23rd, with overwhelming bipartisan support, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) passed in the House with a 417–3 vote. The bill is the first major retirement legislation since 2006 and has 29 total changes or new provisions.

The bill will impact most workers from part-time employees to small business owners to more tenured employees. In this newsletter we have outlined some of the major changes outlined in the SECURE Act.

Download PDF > Securing Retirement Through the SECURE Act

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.

Aimee O’Connor, CFP®
Senior Vice President

Get to Know Aimee

Related Content

11.29.2021

In Context Video: Is the 60/40 Portfolio Dead Forever?

In this video, the authors of our recent white paper discuss the 60/40 model portfolio —…

11.23.2021

Certainty Over Uncertainty: Biden Nominates Powell for Another Term as Fed Chair

In a move especially pivotal given today’s elevated inflation as the economy is resuscitated out of the pandemic, President Joe…

11.11.2021

Defined Contribution Plan Legislative Update – 4Q 2021

This legislative update covers Congress’ continued negotiation of retirement legislation with the hope of finalizing Secure Act 2.0 early next…

11.10.2021

Holiday Supply Chain Woes Linger

Headlines continue to buzz with worries of supply network dysfunction that seem to span every link of the chain, from…

11.03.2021

Is the 60/40 Portfolio Dead Forever?

Model portfolios — or those which adhere to a specific set of guidelines surrounding asset allocation and rebalancing — are…

Graphic of darkened photo of city buildings, with guidance pattern overlay and "Q3 2021 Market Insights" in white.

10.01.2021

Q3 2021 Market Insights Video

This video features an in-depth analysis of the third quarter’s performance by Marquette’s research team, reviewing general themes from the…

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 >