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Secure Act Resources

Treat Employer Contributions as Roth Contributions Under SECURE 2.0
May 11, 2023 Treat Employer Contributions as Roth Contributions Under ... Of the many provisions within the SECURE 2.0 Act, there is one that plan sponsors may want to pay …
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Secure 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans
January 12, 2023 Secure 2.0 Act of 2022 Introduces Key Changes for Workplace ... The Consolidated Appropriations Act, 2023 (Public Law No. 117-328) that was signed into law on December …
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SECURE Act Guidance for Safe Harbor Retirement Plans
September 22, 2021 SECURE Act Guidance for Safe Harbor Retirement Plans Employers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to …
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Tracking The Trends: Retirement Plan Benefits
September 22, 2021 Tracking The Trends: Retirement Plan Benefits Within the past couple of years, there has been a flurry of laws and regulations enacted to address the …
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Preparing for Mandatory Lifetime Income Disclosures for ERISA Defined Contribution Plans
May 26, 2021 Preparing for Mandatory Lifetime Income Disclosures for ... As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) …
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February 3, 2020 Setting Every Community Up for Retirement Enhancement Act ... Congress recently passed, and the President signed into law, the Setting Every Community Up for …
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New Opportunities for Workplace Retirement Plans Under the SECURE Act
January 29, 2020 New Opportunities for Workplace Retirement Plans Under the ... By now, most employers know that the Setting Every Community Up for Retirement Enhancement Act (SECURE …
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Immediate Actions Needed to Comply with SECURE Act
January 20, 2020 Immediate Actions Needed to Comply with SECURE Act On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) became …
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Setting Every Community Up for the SECURE Act
January 14, 2020 Setting Every Community Up for the SECURE Act On December 20, 2019, President Trump signed the SECURE Act into law, which makes changes to certain …
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