
The SECURE Act
In this latest video, CAPTRUST Senior Director Phyllis Klein reminds retirement plan sponsors to make the most of legislative changes around incentivizing retirement planning, diversifying the options available to savers, and increasing access to tax-advantaged savings programs. Tune in for a refresher on what is available to retirement plan sponsors and participants through The Setting Every Community Up for Retirement Enhancement (SECURE) Act.
Legal Notice
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
© 2023 CAPTRUST Financial Advisors