Many in the retirement community, including us at B P Financial, are celebrating the passage of the SECURE ACT, marking the biggest step in the last decade toward improving the future of retirement security for Americans.  Expect your current employer retirement plan to begin sending you notices of their amended plan documents and disclosures.  Here are the key takeaways. Get the PDF for easy reference.

 

Blake Parrish, CFP®
Senior VP, Portfolio Manager
Phone: (503) 619-7237
E-mail: blake@bpfinancialassoc.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.”