Search Results

We have found 32 results matching your search query.

2020: The Year That Was

…few of those events that helped make this such an extraordinary year. To truly assess 2020, we actually need to go back to the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was signed into law on December 20, 2019. This has truly…

The SSRA: What’s Not to Like?

…Ranking Member Kevin Brady (R-TX), the SSRA contains provisions that are pro-retirement plan, pro-plan participant, and pro-plan sponsor. The bill builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 to further improve workers’ long-term financial wellbeing. “Covid-19 has only exacerbated…

Adding More Certainty to SECURE

There has been a flurry of recent activity surrounding the Setting Every Community Up for Retirement Enhancement (SECURE) Act as we near its first anniversary. Signed into law on December 20, 2019, the SECURE Act has been the subject of various federal government-issued explanations and…

Second Thoughts About the SECURE Act

It has been crystal ball-gazing time since the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 passed the U.S. House of Representatives by a nearly unheard-of 417-3 vote earlier this year. At first it seemed a given that the bill would easily…

A Different Kind of GoP

While Pooled Employer Plans (PEPs) and Multiple Employer Plans (MEPs) got the lion’s share of attention last year with the passage of the SECURE Act (Setting Every Community Up for Retirement Enhancement) – and understandably so – another type of plan is also gaining traction…

The SECURE Act Has Finally Passed – What Does It Mean? (Part One)

The recent passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act is rightly the cause of celebration throughout the retirement planning industry. As the most significant retirement plan legislation in more than a decade, the SECURE Act (“SECURE” or the “Act”) contains…

You’ve Saved Enough to Comfortably Retire. Now What?

…warmer or colder climate? Do you want to downsize to a smaller home, move to an over-55 community, or maintain your current domicile as part of what you will leave for your heirs? As for the day-to-day routine in retirement: Have you thought about teaching…

Feeling More SECURE About Retirement

Some good news out of Washington: On May 23, the U.S. House of Representatives overwhelmingly passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. Many view this as one of the most important changes to retirement plan rules that we have…

Why Non-Profits Should Embrace the 403(b) MEP

…associations can offer its employees a solid retirement plan, much like the better-known 401(k) … in effect, taking care of people within their organization while simultaneously continuing on their philanthropic mission. Associations of 403(b) sponsors come together with a sense of community. Non-profit employers are…

Pensionizing Your Retirement Savings

A blog by Rich Rausser, CPC, QPA, QKA, Senior Vice President, Pentegra Retirement Services – March 3, 2016 The Institutional Retirement Income Council (IRIC) – commonly referred to as a non-profit “think tank” for the retirement income planning community – recently released what it considers…

Are More Modifications Needed Before We Feel SECURE?

When the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was finally signed into law on December 20, 2019, it was a cause for celebration among retirement industry professionals everywhere. After all, the SECURE Act was the first major legislation for our…