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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…

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…

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…

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…

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…

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…

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…

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

Continuing a look at some of the other major provisos in the recently passed Setting Every Community Up for Retirement Enhancement (SECURE) Act, I would like first to discuss its change in how compensation for some health care workers is treated. Many such workers do…

Pensions, Retirement and Markets: Five Questions for 2020

…enacted-while considered less strict than the DOL Conflict of Interest Rule, would strengthen protections versus older fiduciary standards. 4. How will the SECURE Act affect the retirement industry? After months of remaining in limbo in the Senate, the U.S. Congress passed the Setting Every Community

Everyone Into the Pool? Not So Fast…

September 1st marked the long-awaited publication in the Federal Register by the U.S. Department of Labor (DOL) of its proposed regulations for Pooled Plan Providers (PPP), who will administer Pooled Employer Plans (PEPs) as introduced by the Setting Every Community Up for Retirement Enhancement Act…