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SECURE
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New Year, New Rules: 3 SECURE Act Changes Coming Soon
This past year has been unpredictable, at best, but as we move into 2021, there is one thing…
What’s Behind ‘SECURE 2.0’ Provision to Boost RMD Age to 75?
One of the most consequential provisions of the bipartisan retirement reform legislation “Securing a Strong Retirement Act of…
How Election Could Help SECURE 2.0 Win Fast-Track Approval
Tuesday’s election could be a big X-factor in whether or not the new “SECURE 2.0” retirement reform bill…
SECURE Act 2.0 Legislation Introduced—And Wow!
Expand auto-enrollment, provide incentives for small businesses to offer plans, increase the RMD age to 75, allow for…
In SECURE Act’s Wake, Nationwide to Launch Full Suite of In-Plan Annuities
As soon as December, Nationwide will introduce a new in-plan Fixed Indexed Annuity as part of a larger…
Surprise? SECURE Act Drives Interest in Retirement Plan Annuities
Participants like the product but hate the packaging. Describe the benefits (and need) for in-plan income guarantees, and…
How SECURE Act Could Stoke Your Startup Business
Small-business owners and startup business owners have a lot on their minds these days, so perhaps they can…
What DC Plan Consultants Expect in Wake of SECURE Act
After the passage of the SECURE Act at the end of 2019, defined contribution plan consultants indicate they…
State-Run Retirement Plans in a Post-SECURE Act World
[Editor’s Note: This article has been updated to clarify remarks made by Chad Parks, and fees charged in…
SECURE Act Subject of New CFP Exam Prep Resource
SECURE Act CFP Exam updates for July 2020 help candidates prepare with key changes, tips, and learning objectives for success.