Browsing Tag
SECURE Act
123 posts
Open 401k MEPs: Not Just for Smaller, ‘Planless’ Employers?
When passage of the SECURE Act in late December opened the door for unrelated small and medium-sized employers…
Fixed Indexed Annuities: Record Sales in 2019, Again in 2020?
Despite a rough fourth quarter, 2019 turned out to be quite the banner year for fixed indexed annuity…
How Plan Sponsors Avoid SECURE Act Noncompliance ‘Traps’
The recently passed SECURE Act offers provisions that benefit employers sponsoring 401k plans and their employees, all with…
8 Key Provisions to Know in the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first major piece of retirement legislation…
IRS Provides Relief for SECURE Act RMD Changes
There’s a bit of confusion over the age extension for required minimum distributions (RMD) contained in the recently…
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…
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…
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…
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…
‘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…