by Marketing | Nov 13, 2020 | News and Articles
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to us by virtue of The Setting Every...
by Marketing | Nov 13, 2020 | News and Articles
Approximately every six years, the IRS requires that all qualified retirement plans update (or “restate”) their plan documents to reflect recent legislative and regulatory changes. Plan restatements are divided into staggered six-year cycles depending on the type of...
by Marketing | Feb 14, 2020 | News and Articles
On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006, over...
