There are three immediate ways to take advantage of opportunities created by these changes for the 2020 tax year, and to mitigate the effect of potential tax hikes under the new administration
To Roth or not to Roth
Opening Up Multiple Employer Plans to Small Employers
Opening the Gate for Annuities in 401(k) Plans
Considering a Traditional Safe Harbor Retirement Plan?
Secure Act Summary
Retirement Reform in 2019 is Possible but Unlikely. Three Senators Delay Passage of the SECURE Act
Webinar Replay - SECURE Act, the Retirement Security & Savings Act & ERISA Cyber Security
The SECURE Act - Legislation to help Americans save more for retirement
To address this issue, a new retirement-related bill is making its way through Congress, The Setting Every Community Up for Retirement Enhancement (SECURE) Act. Its purpose is to help Americans save more for retirement by creating new rules to expand and preserve retirement savings, improve the administration of retirement plans, provide additional benefits and create revenue provisions.