SECURE Act

Fiduciary Hot Topics – Fall 2022
As the leaves are falling and the days get colder, developments within the retirement plan industry are heating up! Read on for a few important plan updates and trends shaping the 401(k) and 403(b) landscape this autumn. Plan Sponsors Get Three Additional Years to Adopt Some of the Amendments Required by The CARES Act and  Read More →
In-Plan Annuity Options Gaining Traction Once Again: Revisiting the Basics
Retirement income products, or in-plan annuity options, have been available for over a decade but their utilization has been stagnant due to concerns about price, portability, and convertibility. With the recent market volatility in 2020 and the recent passing of the SECURE Act, we have seen an industry push towards the research, development, and implementation  Read More →

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