Legislative and Regulatory Affairs

Legislative and regulatory affairs

Keeping you updated on the latest retirement policies and regulations is a responsibility we take seriously.

Read our August 25, 2023 update: Administrative transition granted to January 1, 2026, for SECURE 2.0

In early March, the House of Representatives voted to advance the Retirement Fairness for Charities and Educational Institutions Act of 2023.

Join us to hear the latest developments on retirement policy and understand their practical implications.

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