THE SECURE ACT

All of the information below is to provide all you need for internal education, external client communications, and overall compliance with the SECURE Act.

For support questions, please email support@compliancesystems.com

Compliance Resources

SECURE Act Brochure Portal

We are offering a new online service for your SECURE Act brochures and statement stuffers. You can now order multiple brochures and statement stuffers regarding the SECURE Act. Click here to purchase now!

SECURE Act Recorded Webinar

We offer a recorded webcast that will explain the new rules under the SECURE Act of 2019 and recommend immediate steps you can take to maintain compliance and minimize disruption as you strive to adapt to these changes in real time that impact your IRA clients as well as your IRA communications, documentation, processes and procedures.

 

To purchase the recording of the SECURE Act webinar for $199, please email request to ClientServicesRep@ComplianceSystems.com

Regulatory and Industry Updates

To receive regulatory and industry updates, visit our community lounge. We have a forum dedicated to regulations and other industry updates. You are able to subscribe to this forum to receive email notifications once a topic is posted.

 

Compliance Systems Community Lounge

Additional Training and Services

Compliance Systems is committed to providing the most up-to-date compliance information. Below are ways Compliance Systems provides compliance help:

  • Document Review
  • Compliance Consultation
  • Custom Education
  • Toll Free Consulting

For further information please contact us below!

Contact Us

Web-Based Tools

For more information on the tools below, please contact us!

Contact Us

Beneficiary Options Tool

The beneficiary options tool is built to help you identify the valid beneficiary distribution options for your customers or members depending on the type of IRA, type of beneficiary, and when the owner’s death occurred.

 

Required Minimum Distribution (RMD) Calculator

The RMD Calculator helps you calculate the required minimum distribution for your customers or members from their Traditional, SEP, and SIMPLE IRAs.

 

IRA Funding Eligibility

The IRA funding eligibility tool helps you to determine if an owner is eligible to fund their IRA based on their age, what year the contribution is, and if there is earned income.

IRAstuff.com

SECURE Act Information

Recorded Informational Webinar

This webcast reviews the major components of the SECURE Act with a special emphasis on the bill’s various effective dates and discusses the most immediate impact of this legislation.

Click Here to Register for Free Webinar

SECURE Act

On December 20, 2019, President Trump signed the Further Consolidated Appropriations Act of 2020, which incorporated the Setting Every Community Up for Retirement Enhancement (SECURE Act).

SECURE Act

IRS Provided Guidance

SECURE Act FAQs Link

SECURE Act Fact Sheet

Compliance Resources

Compliance Systems is committed to providing the most up-to-date compliance information. Email blasts are sent out to inform our users of compliance help including further guidance from the IRS and amendment mailings.