“Aggregating” plans has now taken center stage with the passage of the SECURE Act. We now often find ourselves a bit muddled by the new array of terms with which we now need to deal.  Keep this as a handy glossary to guide when you find yourself caught in the middle of a conversation about “Multiple Employer Plans:”
Continue Reading A Basic “Comparison Glossary” for MEPS and MEP Types After the SECURE Act

The SECURE Act will make substantial and highly technical changes to some very specific elements of retirement plan laws, many of to which we have been putting a ta good deal of attention to (and written about here) throughout the years-like distribution of 403(b) custodial accounts; aggregating 5500s of unrelated plans; MEPs; and the fiduciary safe harbor for annuity purchases. Before we try wrap our heads around the details of all of these changes, I thought it would be helpful to list-in chronological order-the effective dates for these changes to help in prioritizing what to pay attention to first.
Continue Reading “Effective Dates” Listing for the SECURE Act Provisions