SECURE Act Archives

On March 29, the House of Representatives passed the IAA-supported SECURE Act 2.0.

April 01, 2022

Tags: Retirement Savings, Advocacy, Inside the Beltway, Retirement Plans, SECURE Act

SEC, CFTC Budgets Increased; SECURE Act Becomes Law

SEC, CFTC Budgets Increased; SECURE Act Becomes Law December 20, 2019 The budgets of both the SEC and CFTC will be significantly increased under the FY 2020 federal spending...

December 20, 2019

Tags: Retirement Savings, Budgets, CFTC, Inside the Beltway, Retirement Plans, SEC, SECURE Act

DOL Issues FAQs on Lifetime Income Illustrations

DOL Issues FAQs on Lifetime Income Illustrations August 2, 2021 The Department of Labor’s Employee Benefits Security Administration (EBSA) has issued temporary implementing FAQs on the requirement to add...

August 02, 2021

Tags: DOL, Retirement Plans, SECURE Act

Regulators Release Advance Copies of Form 5500 Annual Report

Regulators Release Advance Copies of Form 5500 Annual Report December 21, 2020 The DOL and other regulators have released advance copies of the 2020 Form 5500 annual report that...

December 21, 2020

Tags: DOL, Retirement Plans, SECURE Act

SECURE Act Issues for Investment Advisers

January 2020

January 27, 2020

Tags: Columns, Guest Column, Retirement Plans, SECURE Act

IRS Provides Relief for RMD Notifications in Connection with the SECURE Act

IRS Provides Relief for RMD Notifications in Connection with the SECURE Act February 7, 2020 The SECURE Act increased the age at which individuals are required to take a...

February 07, 2020

Tags: IRAs, IRS, SECURE Act

DOL Sends New Fiduciary Rule Proposal, Other Items to OMB

DOL Sends New Fiduciary Rule Proposal, Other Items to OMB June 9, 2020 The Department of Labor (DOL) has sent a proposal entitled “Improving Investment Advice for Workers and...

June 09, 2020

Tags: DOL, Fiduciary, SECURE Act

DOL Requests Information on PEPs, MEPs

DOL Requests Information on PEPs, MEPs June 22, 2020 The DOL has published a request for information regarding pooled employer plans (PEPs), which were introduced in the SECURE Act,...

June 22, 2020

Tags: DOL, SECURE Act

DOL Proposes Registration Requirements for Pooled Plan Providers

DOL Proposes Registration Requirements for Pooled Plan Providers August 24, 2020 The 2019 SECURE Act, which changed several retirement-related rules, also created a new type of multiple employer retirement...

August 24, 2020

Tags: DOL, Retirement Plans, SECURE Act

DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants

DOL Issues Interim Final Rule Regarding Lifetime Income Illustrations for Plan Participants August 24, 2020 The Department of Labor (DOL) has issued an interim final rule with request for...

August 24, 2020

Tags: DOL, ERISA, Retirement Plans, SECURE Act

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