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Legislative Updates

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

Building on the SECURE Act: What’s next for retirement legislation?

Retirement plans are a core component of employees’ compensation and a key differentiator for employers. Given their importance, it’s essential that laws and regulations governing them keep up with the evolving challenges workers face.

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.

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.

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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