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The SECURE Act: What it means for you

The SECURE Act. One of the largest overhauls of U.S. retirement system in decades. What does it mean for personal participants and plan sponsors? Learn more by accessing our insights.
Two men in a meeting
10 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
The SECURE Act changes the rules on retirement accounts. Here’s how it’ll affect inherited retirement accounts, taxes, and your estate plan.
Alicia Cole Wealth Management
Article March 20, 2020 10 min read
Man on laptop sitting in giant green chair
3 min read
SECURE Act’s lifetime income provisions add clarity and flexibility
The new law improves disclosures, increases employee portability, and enhances employer protections for annuities and other lifetime income offerings. Here are the highlights for plan sponsors.
Laura Taylor
Article March 11, 2020 3 min read
Multiple people sitting at a table looking at plans
3 min read
SECURE Act: Changes for plan sponsors related to retirement plan distributions
The new law enacted in late 2019 includes several provisions that plan sponsors need to consider. Here are a few of the changes that warrant a closer look.
Jeremy Chambers Wealth Management
Article February 28, 2020 3 min read
Two men sitting at a table talking
2 min read
SECURE Act: Life insurance can offer new tax benefits
Passage of the SECURE Act means life insurance may offer new tax benefits for many individuals. Learn more about why — and how to use it as a planning tool.
Christopher Harper Wealth Management
Article February 18, 2020 2 min read

Deep Dive: The SECURE ACT What it means for you

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