The Secure Act Handbook
Finance

The Secure Act Handbook


By CBIZ
  • CBIZ

Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, effective January 1, 2020, is the most expansive piece of retirement legislation in 13 years.

In this Key Provisions for the SECURE Act handbook we will review:

Details Surrounding The SECURE Act
Key Takeaways for Employers
Key Takeaways for Employees
Navigating the complexities of retirement plan legislation can be challenging. Download this helpful handbook today and stay informed.

Information obtained from third-party sources is believed to be reliable but not guaranteed.

CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investments, investment advisory and investment management services offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Investment advisory and investment management services may also be offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.

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