Passed in the last few weeks of 2019, the Setting Every Community Up for Retirement Enhancement Act will has some major changes to the retirement landscape. Eric and Robert cover some of the most important changes to retirees.
New Year, New us. Or so the saying goes. Part of turning the page to the year ahead is to look back at how we did over the last 12 months and set goals on what we’d like to accomplish over the next 12. For us, it is an exercise that couldn’t be of higher importance. We are on a constant mission to improve our services and client outcomes.
Earlier this year, the House of Representatives voted 417-3 to pass the SECURE Act, formally known as the Setting Up Every Community for Retirement Enhancement Act. A similar measure had been stalled in the Senate until this week.