[Implement SECURE Act Rules] Download Copy
Implement SECURE Act Rules – On Sept. 14, 2021, federal agencies announced proposed revisions to the Form 5500 Annual Return/Report. These changes are designed primarily to implement the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) and to make other improvements.
Implement Secure Act Rules – Key Changes
The key proposed forms revisions would do the following:
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