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The Setting Every Community Up for Retirement Enhancement (SECURE) Act signed into law on December 20, 2019 is one of the most significant pieces of retirement legislation in more than a decade. The wide-ranging legislation draws from several bipartisan bills to improve upon the success of the private employer-based retirement system by seeking to make it easier for businesses to offer retirement plans and for individuals to save for retirement.
Key Provisions of the SECURE Act.pdf
SECURE Act - Detailed Summary.pdf
Plan Sponsor Key Provisions for Retirement Plan Business.pdf
The content provided herein is based on our interpretation of the SECURE Act and is not intended to be legal advice or provide a tax opinion. This document is a summary only and not meant to represent all provisions within the SECURE Act.