We seek to keep our partners apprised of recent changes and potential legislative actions that may have an impact on the plans and plan participants we serve.
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on Dec. 20th, 2019. These new legislative enhancements create more flexibility for new & existing plans!
Ratified by the California State Legislature in 2016, new laws were enacted that require certain employers to provide retirement plan benefits for their employees.
A happy retirement starts with knowing exactly what you want in the future and planning for it accordingly. After you've spent decades both working hard and saving money, we understand that you are ready to start your retirement plan process. You'll want to examine your income sources and decide whether you wish to continue working [...]
Secure Act Passage Equals Great News for Small Business Owners With the recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act, several changes are projected to drastically change the retirement plan landscape for the better. Here are five ways how: Extension of Plan Adoption Beyond Calendar Year End for Plans Beginning [...]