Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) Roadmap

Stay on top of the changes made to employee benefits due to the SECURE Act. This summary includes changes to the Internal Revenue Code (I.R.C) as well as to the Employee Retirements Securities Act of 1974, as amended (ERISA). The roadmap was prepared by our in-house expert analysts.

Topics include:

• Multiple Employer Plans and Pooled Employer Plans
• Election of Safe Harbor Status
• Small Employer Automatic Enrollment Credit
• Qualified Employer Plans and Loan Prohibition
• Portability of Lifetime Income Options
• Combined Annual Report for Group of Plans
• Disclosure Regarding Lifetime Income
• Increase in Penalty for Failure to File
• And more!

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