SECURE Act 2020

colleagues in meeting

The SECURE Act (Setting Every Community Up for Retirement Enhancement) took effect January 1, 2020, and included sweeping changes intended to protect retirement security for Americans of all ages.

For businesses, there are new incentives in which to enroll employees and provisions that will allow multi-employer plans, encouraging employers to offer retirement savings accounts.

For individuals, the SECURE Act brought substantial changes to retirement savings rules, many of which will affect estate planning. For example, the required minimum distribution age has increased and the maximum age for IRA contributions has been eliminated.

Explore the resources and events below that best apply to you.