Browsing Tag
SECURE Act
124 posts
‘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…
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.
The Biggest 401(k) Regulation Story of 2019
Surprisingly, the top regulation story of 2019 was not the SECURE Act, but rather a sibling bill, the…
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…
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…
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.
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…
It’s In! SECURE Act Included in 2020 Spending Package
Talk about your nail-biters! After months of collecting dust in the Senate, the SECURE Act, the most significant…
Action Steps to Help 401(k) Participants Thrive in 2020
New Willis Towers Watson paper has 2020 action steps for DC plan sponsors in the areas of financial wellbeing, investments and plan compliance.
Small Business Owners Like (and Want) the SECURE Act
An economy with full employment makes competition for talent exceedingly stiff, and legislation that allows small businesses to…