The SECURE Act is signed into law

Congress recently passed and President Trump signed into law the SECURE Act.

This is a phenomenal opportunity for retirement plan professionals going into 2020.  Many of the provisions are already in effect, creating the need to visit with plan sponsors on how the changes will affect their plan or how they can enhance their plan.  This will also provide an increased opportunity for participant education when the requirement for monthly income to be indicated on the participant statement goes into effect.

By Jeff Atwell, AIF, C(k)P, CPFA , Principal, TRG Fiduciary Services, LLC