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Financial Services Regulation

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts
    Product R + D

    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts

    written by FIG Marketing

    President Biden signed the 2023 Omnibus Appropriations package on December 23, 2022.

    Included in this funding bill for federal government operations was the SECURE 2.0 Act. The new version of the 2019 SECURE Act has key implications for retirement plans and outcomes.

    Here’s a summary of 15 important SECURE 2.0 Act changes that you should know.

    Continue Reading
    SECURE 2.0 Act: 15 Key Provision Changes That Affect Retirement Accounts was last modified: January 27th, 2023 by FIG Marketing
    January 25, 2023
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  • Business DevelopmentProduct R + D

    The Era of Best Interest Standards for Financial Professionals

    by FIG Marketing June 28, 2021

    Updated on September 20, 2023, at 11:57 AM We’ve experienced a lot of new things in the past year plus, haven’t we? The “new normal” is a phrase we’ve grown accustomed to…

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  • Product R + D

    Section 7702 Changes: The Saga Continues

    by TJ Whalen May 27, 2021

    The landscape of the life insurance industry continues to evolve in 2021, as we had expected. The relief bill put out by Congress at the end of 2020 enacted several (somewhat unexpected)…

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