Tag: SECURE Act

Changing Directions

When we planned this issue, we were prepared to cover the SECURE Act and its sweeping developments. Since then, we've changed course.

Pooled Strength

PEPs should be a boon to small employers—how advisers, too, can gain from these plans.

A Time of Crisis. A Time to Solve Our Big Problems?

With passage of the CARES Act, Congress has demonstrated an ability to speedily enact ambitious bipartisan legislation that addresses the nation’s major challenges head on. Sources wonder whether the feat can be repeated.

SECURE Act Update: Revisions to Model Rollover Notices

Although the landmark legislation will take years before it is fully implemented, many of the provisions are already in effect—including two that require immediate changes to the 402(f) notice given to participants to help them understand their rollover options.

Groom Launches SECURE Act Resources Library

The SECURE Act is the most significant piece of legislation affecting the U.S. retirement system in more than a decade and will inevitably affect the majority of Americans saving for retirement, according to Groom Law Group.