Browsing Tag
SECURE Act
123 posts
Most Consumers Still Baffled by Annuities
According to a recent Secure Retirement Institute (SRI) study, only one in four consumers can correctly answer at…
‘CARES 2’ Could Include More RMD Relief
Could further relief from retirement account required minimum distributions (RMDs) be a part of the next coronavirus economic…
New Tax Planning Tool Helps Advisors Enhance Retirement Plans to Fit Client Goals
Allowing advisors to have deeper conversations with clients regarding different retirement plan tax strategies is the idea behind…
SECURE Act Subject of New CFP Exam Prep Resource
Changes as a result of the SECURE Act are being incorporated into the July CFP certification exam (which…
Portman’s Push for a SECURE Retirement
Ohio Senator Rob Portman had more reason to celebrate than just about anyone when the SECURE Act, the…
12 Key SECURE Act Provisions
Many of the provisions of the SECURE Act will have a wide-ranging impact on retirement savings plans, and…
3 Critical Retirement Planning Themes in 2020
J.P. Morgan Asset Management released its annual Guide to Retirement with a conference call presentation on Tuesday. The guide examines…
Expanding 401k Access Highlights IRI’s 2020 Advocacy ‘Blueprint’
“Expand opportunities to save for retirement by enhancing access to, and features of, workplace retirement plans” is the…
SECURE Act Impact: 3% Reduction in Retirement Deficit?
Key provisions of the SECURE Act could reduce the U.S. retirement deficit by 3% or $115 billion for…
Association Retirement Plan Debuts in Connecticut in Wake of New DOL Rule
In the wake of the U.S. Department of Labor’s highly anticipated final rule on ARPs taking effect last…