Browsing Tag
SECURE Act
124 posts
The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) is a U.S. law passed in 2019 to improve retirement savings access and security. It expanded eligibility for workplace retirement plans, increased the age for required minimum distributions (RMDs), allowed long-term part-time workers to join 401(k) plans, and encouraged small businesses to offer retirement benefits with tax incentives. The law also made changes to inherited retirement accounts, generally requiring beneficiaries to withdraw funds within 10 years.
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…
October 27, 2020
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…
October 21, 2020
DOL Lifetime Income Disclosure Regulation Explained
In 2019, the SECURE Act amended Section 105 of ERISA. That section requires participant benefit statements to be…
September 28, 2020
Reaching Small Biz Market Still Big Challenge for 401k Advisors
While the coronavirus pandemic has forced workers to rapidly adapt to a digital world, it is not the…
September 11, 2020
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…
September 10, 2020
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…
September 10, 2020
Fisher Urges Careful Approach to Pooled Employer Plan Regs
Fisher Investments has signaled its strong support for Pooled Employer Plans (PEPs) in a letter to the Department…
July 22, 2020
Stash App Reports Big Surge in New Retirement Accounts
New data from personal finance and investing app Stash shows a large surge in retirement account openings—particularly among…
July 17, 2020
DOL to Seek Comments on PEP and Open MEP Prohibited Transactions
Want to let the DOL know what you think of Open MEPs and PEPs under the SECURE Act?…
June 17, 2020
‘Retirement 2.0’ Legislation: What’s Next
It’s hard to predict whether any ‘Retirement 2.0’ legislation could end up making it to President Trump’s desk this year.
May 11, 2020