Understanding the SECURE Act

The newly enacted Setting Every Community Up for Retirement Enhancement (SECURE) Act is the first major retirement legislation since the Pension Protection Act of 2006.

The SECURE Act makes important changes to employer-sponsored retirement plans, plan administration and IRAs by expanding opportunities to increase retirement savings and changing distribution requirements. Components of the Act have different effective dates so taxpayers and advisors should pay careful attention as to when they can take advantage of the new rules.

Join us as our employee benefit and private wealth professionals dissect the SECURE Act to help employers and individuals better understand the implementation issues and how it may change the path toward retirement.

From this webinar, you will learn how the act:

  • Encourages employer-provided retirement plans
  • Affects IRAs and estate planning
  • Simplifies retirement plan administration

Meet our presenters:

Duncan Campbell
Partner, Baker Tilly

Christine Farris
Director, Baker Tilly

Devin Tenney
Manager, Baker Tilly

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