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SECURE
1932 posts
SECURE Act Allows 529 Plans to Repay (Some) Student Loan Debt
One reason many people can’t contribute as much as they’d like—or should—to their 401k is they have competing…
January 20, 2020
6 Lesser-Known SECURE Act Provisions Impacting 401ks
While the major changes resulting from the SECURE Act’s annuities, RMD and open MEPs provisions—plus the elimination of…
January 14, 2020
2020 NAPA 401(k) Summit Adds 3 SECURE Act-Focused Sessions
With the SECURE Act—and its nearly 30 provisions that directly impact retirement plans—now law, there is a palpable…
January 8, 2020
A SECURE Act Safe Harbor for Guaranteed Income in 401ks: Fred Reish
The SECURE Act amends ERISA to create a fiduciary “safe harbor” for the selection of the provider of…
January 8, 2020
‘Stretched’ Out: Adjusting to SECURE Act’s New 10-Year Rule
As of January 1, 2020, the “Stretch IRA” is officially dead as an estate planning tool as a…
January 2, 2020
RMD Age Jumps to 72 in 2020 After SECURE Act
The SECURE Act increases the required minimum distribution (RMD) age from 70½ to 72 on Jan. 1; here’s what plan sponsors will need to address.
December 27, 2019
What SECURE Act’s Annuity, Open MEP Provisions Mean for Advisors
Big changes are coming to 401(k) plans in 2020 thanks to last week’s whirlwind passage of the SECURE…
December 23, 2019
What the SECURE Act Really Means for 401(k) Participant Behavior
We’re surprised Anne Lester isn’t more surprised by the passage of the SECURE Act. “Our colleagues in Washington…
December 20, 2019
SECURE Act Awaits Trump’s Signature
SECURE Act passage moves forward as Senate and House approve the landmark retirement reform, awaiting President Trump's signature.
December 19, 2019
House Advances Spending Bill Carrying SECURE Act; Next Stop: Senate
As expected, the SECURE Act cleared another hurdle Tuesday, as the House of Representatives approved the massive $1.4…
December 17, 2019