SECURE Act Video Series

Our experts outline the impact of key provisions of the SECURE Act, included in the Further Consolidated Appropriations Act (FCAA) of 2020.

Saver considerations

Required Minimum Distributions
Traditional IRA Contribution Eligibility
Qualified Charitable Distributions
New 529 Plan Eligible Expenses
Beneficiary Option Changes
Qualified Birth or Adoption Distributions
Lifetime Income Disclosure
Graduate and Postdoctoral Contributions
Disaster Tax Relief
Successor Beneficiary Rules

Employer considerations

Employer Plan Tax Credits
Penalties for Plan Reporting Failures
New Plan Adoption Deadline
Safe Harbor Plans
Part-Time Employee Participation
IRA Amendments