The SECURE Act

The SECURE Act is a new piece of legislation that makes significant changes to our retirement system. The overall goals of the Act are to make it easier for businesses to offer retirement plans for their employees and for individual taxpayers to save for retirement.

  • Employer Liability Protection for Annuities in Plans
  • Disclosure Regarding Lifetime Income Options
  • Portability of Lifetime Income
  • Increased RMD Age
  • Age limit Eliminated for Traditional IRA Contributions
  • Modifications to Post Death RMDs/Inherited IRAs
 

Watch Reed Lloyd, AVP of the Retirement Strategies Group, as he highlights key components of the SECURE Act that may have an impact on our business.

Receive CE Credit

Participants who watch the replay of Key Components of the Secure Act webinar may be eligible for one hour of CFP® CE credit and CIMA® CE credit. Take and complete this quiz to receive CE credit.

CE credits granted based on a 50-minute hour.

Want to Learn More?

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The SECURE Act: Key Retirement Plan Provisions
As the December 2019 holidays approached, President Trump signed into law the Further Consolidated Appropriations Act of 2020.
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Additional Resources

SECURE Act Frequently Asked Questions
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Pacific Life, its distributors, and respective representatives do not provide tax, accounting, or legal advice. Any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor or attorney.

Pacific Life is a product provider. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Unless otherwise noted, all aforementioned money managers, their distributors, and affiliates are unaffiliated with Pacific Life and Pacific Select Distributors, LLC.

Pacific Life refers to Pacific Life Insurance Company and its subsidiary Pacific Life & Annuity Company. Insurance products can be issued in all states, except New York, by Pacific Life Insurance Company and in all states by Pacific Life & Annuity Company. Product/material availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues. 

Variable insurance products are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company and an affiliate of Pacific Life & Annuity Company. 

The home office for Pacific Life & Annuity Company is located in Phoenix, Arizona. The home office for Pacific Life Insurance Company is located in Omaha, Nebraska.

No bank guarantee • Not a deposit • Not FDIC/NCUA insured • May lose value • Not insured by any federal government agency

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