The SECURE Act (Setting Every Community Up for Retirement Enhancement) is the first major piece of retirement legislation in over a decade. Its goal is to offer American workers improved retirement security. The legislation removes certain barriers to entry for small businesses and organizations, which should increase accessibility to retirement plans across employers, as well as encourage employees to contribute, keep them invested, and provide them with retirement income options.
Shelly Howard-Horwitz, AIF, CFPA, of Pensionmark will discuss highlights of the SECURE Act and explain how you can begin putting it to work immediately, including possible member benefits that are uniquely suited to associations. Attend to learn:
- what key legislative changes to incorporate into your 401(k) or 403(b) plan
- what open MEPs and PEPs are, and how you might put one to work for your members
- how new “safe harbor” guidelines relieve plan sponsors of fiduciary liability