Show Notes
Welcome to Fiduciary Fitness, the podcast that covers all aspects of running your company’s retirement plan. The most significant retirement plan legislation in more than a decade – the SECURE Act – was signed into law in December 2019. It seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement. Join us for Part 1 of a 2-part discussion on the key provisions of the SECURE Act and its potential impact on retirement plan sponsors and participants. The three voices you’ll hear today are WFG President Joe DeNoyior, HUB Retirement Services National President David Reich, and Partner at The Wagner Law Group Thomas Clark. Part 1 will primarily by Tom Clark discussing the nuts and bolts of the SECURE Act. Next week, Part 2 of our show will be a discussion between Joe and Dave about the impacts of the SECURE Act.
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The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Global Retirement Partners LLC, a registered investment advisor. Global Retirement Partners, Washington Financial Group, a division of HUB International MidAtlantic, HUB International, The Wagner Law Group and HUB Retirement Services are not affiliated with LPL Financial.