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Download: American Retirement Association SECURE Act Summary

January 22, 2020
Retirement Plans

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019. SECURE contains nearly thirty provisions that will have a direct impact on retirement plans. The following summary highlights key provisions and timing.

Download: American Retirement Association SECURE Act Summary

Please feel free to contact us if you would like to discuss how these changes may impact you.

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This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.

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HUB Compliance Guide: Fiduciary Governance

March 28, 2023

This guide helps fiduciaries avoid the pitfalls of dangerous assumptions by explaining the real issues and how to satisfy the requirements.

Market Commentary, 3/27/23

March 27, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

SECURE 2.0 Reference Guides

March 21, 2023

These guides list many of the important provisions in SECURE Act 2.0 that apply to 401(k) and 403(b) plans.

Market Commentary, 3/20/23

March 20, 2023

Insights into domestic and global financial markets, policy actions, and geopolitical impacts.

HUB Named 2022 NAPA Top DC Advisor Team

March 16, 2023

HUB Retirement and Wealth Management (formerly Washington Financial Group) has been named one of the 2022 NAPA Top DC Advisor Teams with assets under advisement

SVB Collapse

March 14, 2023

LPL Research discusses the recent collapse of the Silicon Valley Bank.

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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.

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