One of the most significant pieces of retirement legislation in recent history, the SECURE Act, draws from a wide-array of bipartisan bills and seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement.

The legislation was incorporated into Division O of the Further Consolidated Appropriations Act, 2020, which was approved by the House and Senate, is expected to be signed into law by the President.

The legislation includes:

For more information about the SECURE ACT, please visit: https://www.napa-net.org/news-info/daily-news/key-secure-act-provisions-and-effective-dates

Acumen Wealth Advisors, LLC® is affiliated with RPAG and utilizes their robust retirement plan consulting tools and resources to deliver enhanced value to plan sponsor clients. RPAG™, a wholly owned subsidiary of NFP (NFP Corp.), provides retirement advisors premier technology, systems, training, and resources through its practice management platforms.

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