Tag: SECURE Act

Legislative and Judicial Actions

States updating annuity standards; Senate confirms a Labor secretary; GAO presses the DOL to clarify cybersecurity guidance; and more.

A Season for Change

Advising clients about the SECURE Act’s new lifetime income safe harbor.

Take It Past the Limit

Voluntary after-tax retirement savings accounts as a design feature.

What Advisers Should Know About RMD Rule Changes

A new research report out of the Wharton School suggests changes to required minimum distribution (RMD) rules might not have as big an impact in practice as many might expect, though one subset of clients seems likely to benefit the most from an older RMD age. 

How to Choose a PEP

As pooled employer plans go live, advisers assume a new guiding role.

What a Year!

With so many bigger issues facing the country, much has happened that almost seems unnoticed.

Tracking Part-Timers’ Hours

How they count hours, implement cash-outs and find missing participants are some of the processes plan sponsors need to review for the SECURE Act’s new requirement.