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

Many of the provisions of the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”) do not apply to...

The SECURE Act, which includes three major lifetime income-related provisions, represents a giant step forward on the part of Congress to...

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

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

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

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

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

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...

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

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

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

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

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

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

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

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