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.
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…
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)…