The SECURE Act is the most expansive piece of retirement legislation to be passed in over a decade. This guide will provide you with important information, including:
- Summary of legislation and effective dates
- Overview of nondiscrimination testing and historic relief
- Important changes that directly affect employers sponsoring defined benefit plans
- Actions to take next
Employers of closed or frozen defined benefit plans should seize these potential opportunities by engaging their Actuary to review their plan against the SECURE Act's requirements and assessing the full-range of benefits applicable to their plan. Get a free copy of our SECURE Act Guide to learn more.
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.