Congress Enacted Major Retirement Plan Legislation – Here’s What You Need To Know About the SECURE Act

January 29, 2020 | posted in: Accountants, Blog, Plan Sponsor Corner | by

The SECURE Act is the most significant retirement plan legislation in 13 years, and many of its provsions are effective in 2020.  It affects employers who currently sponsor retirement plans, and encourages those without plans to set them up.  It also impacts plan participants, IRA holders and their beneficiaries, and expands the uses of 529 college savings plans.   Read More  »

The SECURE Act and Your Retirement

January 10, 2020 | posted in: Blog, Employee Education | by

You may have heard about the SECURE Act, but do you know about these 6 ways it might affect your retirement?  Learn more here.