The SECURE Act – The Gift That Keeps on Giving

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Strata-SECURE-ActThe 2019 holiday season brought a considerable gift for retirement savers, financial advisors and other professionals involved with the retirement savings industry. On December 20, 2019, the Setting Every Community Up for Retirement Enhancement Act of 2019 (the SECURE Act) was signed into law.

These changes will provide financial advisors multiple opportunities throughout the coming year and beyond to engage in meaningful interactions with their clients and industry contacts regarding the impact of the new rules, and potentially create new relationships with prospects. Your account owner and business owner clients will need to be educated about the new savings enhancements. As service providers sort through the changes in operational requirements and deadlines, you have an opportunity to serve as a conduit to help your clients understand the impact of these new requirements. To take advantage of the gift that will keep on giving for years to come, financial advisors must first be certain they have a firm grasp of the rule changes and the impact the SECURE Act could have on their clients, prospects, and service providers.

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