The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), the largest package of retirement system reforms in over a decade, w...

Many of the provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) do not apply to non-electing church plans,...

The SECURE Act, which includes three major lifetime income-related provisions, represents a giant step forward on the part of Congress to not only reduce som...

Over the past six months, Congress and the Department of Labor have created new ways to structure workplace retirement plans. The new plan structures are res...

IRA providers were concerned with not being able to “stop the presses” when it came to notices being provided in January to IRA owners regarding the need to ...

The SECURE Act has made a number of changes to Internal Revenue Code requirements for governmental plans, particularly in the required minimum distribution (...

2020 brings with it a host of new opportunities for investment advisers and consultants working with retirement plans and individuals saving for retirement. ...

Read below for our overview of the SECURE Act for plan sponsors. This write-up summarizes: · key 401(k) plan changes, · additional changes affecting defined ...

It’s OK—you’re far from alone—47% of small to midsize businesses don’t offer a retirement plan, and you have reasons for being one of those. You have more to...

Individual retirement accounts, including traditional, Roth, inherited, deemed, Simple and SEP, are seeing a lot of changes this year following the passage o...

Congress recently passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), the largest package of retirement system r...

The SECURE Act includes three significant provisions relating to lifetime income.  These new provisions have the potential to both fundamentally reframe how ...

In recent years, many defined benefit (“DB”) pension plan sponsors have taken action to limit ongoing coverage and benefit accruals of their DB plans.  Over ...

In recent years, one of the retirement industry’s white whales has been multiple employer plans (MEPs).  Countries like Australia have long allowed employers...

On Thursday, December 19, the Senate passed two spending bills to fund the government through September 30, 2020, one of which (H.R. 1865, the “Further Conso...

On May 23, the House overwhelmingly passed the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act,” H.R. 1994) on a vote of 4...

On April 2, 2019, the House Ways and Means Committee approved bipartisan retirement legislation titled the “Setting Every Community Up for Retirement Enhance...