Tag: SECURE Act

Compliance News

Legislative and Judicial Actions

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

A Season for Change

Advising clients about the SECURE Act’s new lifetime income safe harbor.
PLAN DESIGN | Solutions

Overcoming Obstacles

Strategies to manage client resistance to plan design changes.
PLAN DESIGN | Participants

Take It Past the Limit

Voluntary after-tax retirement savings accounts as a design feature.
Regulatory & compliance | administration

How to Choose a PEP

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