Retirement Plan Year-End Amendments and Operational Compliance

SECURE Act Changes to 401(k)/403(b) Safe Harbor Plans

Agencies Propose Extensive Form 5500 Amendments

DOL Clarifies Lifetime Income Disclosure Requirement

Comparison of Provisions in SECURE 2.0 and Cardin-Portman

Summary of Provisions in the Securing a Strong Retirement Act of 2021

Updated IRS Publication 590-B Provides Insights On Post-Death RMD Rules After the SECURE Act

IRS Guidance on SECURE Act Provides More Detail on Changes to Safe Harbor Plans

Round One of SECURE Act IRS Guidance Clarifies Some Key Issues for Retirement Plans

SECURE Act – Impact on 401(k) Plan Sponsors

Church Plans Under the SECURE Act

Lifetime Income Provisions Under the SECURE Act

Untangling the SECURE Act’s Retirement Plans—PEPs, ARPs, and MEPs

IRA Reporting Relief for 2020 MRDs

SECURE Act Impacts Distributions Under Governmental Plans

2020 Brings New Opportunities in the Retirement Space

SECURE Act and Spending Bills – Impact on Plan Sponsors

Should Your Company Finally Offer a Retirement Plan?

10 Key Changes to IRAs in 2020 Under SECURE Act

SECURE Act Requires Immediate Action by Plan Service Providers