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Legislative Updates

Get the latest updates on legislation including the SECURE Act and the CARES Act.

CARES Act Update

The IRS recently issued guidance (Notices 2020-50 and 2020-51) addressing the distribution, loan and required minimum distribution (RMD) waiver provisions of the Coronavirus Aid, Relief, and Economic Security (CARES) Act.

SECURE Act FAQ

On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law as part of a broader federal package. This FAQ was created to help you understand the legislation and many of its key provisions.

First Quarter Legislative Update

The CARES Act includes multiple provisions, including some that provide greater access to assets held in tax-qualified retirement plans and IRAs for qualifying individuals. The following are some of the important aspects of the CARES Act for retirement plans and IRAs.

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