[vc_row full_width=”stretch_row” equal_height=”yes” live_background=”spiderweb” live_background_color=”#35618f” css=”.vc_custom_1582812875272{padding-top: 50px !important;padding-bottom: 50px !important;}”][vc_column text_align=”center” text_color=”#ffffff”][vc_column_text]

THE SECURE ACT

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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

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row” text_align=”center” css=”.vc_custom_1518113225968{background-color: #203260 !important;}”][vc_column text_color=”#ffffff”][vc_custom_heading text=”Compliance Resources” google_fonts=”font_family:Open%20Sans%3A300%2C300italic%2Cregular%2Citalic%2C600%2C600italic%2C700%2C700italic%2C800%2C800italic|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h2|text_align:center” el_class=”ham”][vc_empty_space height=”40px” el_class=”reg_media_space”][vc_row_inner gap=”60″][vc_column_inner width=”1/4″][rdy_icon_text icon_fontawesome=”fa fa-desktop” align=”left” title=”SECURE Act Brochure Portal” link_area=”true” icon_color=”#3971cc” el_class=”card_text” link=”url:https%3A%2F%2Fcs.ondemand.convergentrps.com%2F||target:%20_blank|”]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!

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Sample of Brochure
Sample of Statement Stuffer

[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/4″][rdy_icon_text icon_fontawesome=”fa fa-film” align=”left” title=”SECURE Act Recorded Webinar” link_area=”true” icon_color=”#3971cc” el_class=”card_text” link=”||target:%20_blank|”]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[/rdy_icon_text][/vc_column_inner][vc_column_inner width=”1/4″][rdy_icon_text icon_fontawesome=”fa fa-users” align=”left” title=”Regulatory and Industry Updates” icon_color=”#3971cc” el_class=”card_text” link=”||target:%20_blank|”]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[/rdy_icon_text][/vc_column_inner][vc_column_inner width=”1/4″][rdy_icon_text icon_fontawesome=”fa fa-university” align=”left” title=”Additional Training and Services” icon_color=”#3971cc” el_class=”card_text” link=”||target:%20_blank|”]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![/rdy_icon_text][vc_empty_space height=”12px” el_class=”reg_media_space”][rdy_button text=”Contact Us” align=”left” margin_top=”0″ margin_bottom=”0″ background=”#ffffff” background_hover=”#ffffff” text_color=”#0c0000″ text_color_hover=”#0c0c0c” border_radius=”0″ link=”url:https%3A%2F%2Fwww.compliancesystems.com%2Fcnt%2F||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_empty_space height=”40px” el_class=”reg_media_space”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” css=”.vc_custom_1580496447187{background-color: #f1f4f9 !important;}”][vc_column][vc_custom_heading text=”Web-Based Tools” google_fonts=”font_family:Abril%20Fatface%3Aregular|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h2|text_align:center|color:%2335618f”][vc_empty_space][vc_column_text]

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

[/vc_column_text][vc_empty_space height=”10px”][rdy_button text=”Contact Us” margin_top=”0″ margin_bottom=”0″ background=”#77a1c4″ background_hover=”#203260″ text_color=”#000000″ text_color_hover=”#000000″ border_radius=”0″ link=”url:https%3A%2F%2Fwww.compliancesystems.com%2Fcnt%2F||target:%20_blank|”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content” css=”.vc_custom_1580496392839{background-color: #f1f4f9 !important;}”][vc_column text_align=”left” width=”1/2″][vc_column_text]

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.

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IRAstuff.com

[/vc_column_text][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][vc_custom_heading text=”SECURE Act Information” google_fonts=”font_family:Abril%20Fatface%3Aregular|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h2|text_align:center|color:%2335618f”][vc_empty_space][vc_row_inner equal_height=”yes”][vc_column_inner text_align=”left” width=”1/3″ css=”.vc_custom_1580836790057{background-color: #f1f4f9 !important;}”][vc_custom_heading text=”Recorded Informational Webinar” google_fonts=”font_family:Abril%20Fatface%3Aregular|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h4|text_align:center|color:%23203260″ transform=”uppercase” el_class=”part_block” link=”url:https%3A%2F%2Fregister.gotowebinar.com%2Fregister%2F1503413229801424140||target:%20_blank|”][vc_empty_space height=”12.5px”][vc_column_text]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[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1580836800372{background-color: #f1f4f9 !important;}”][vc_custom_heading text=”SECURE Act” google_fonts=”font_family:Abril%20Fatface%3Aregular|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h4|text_align:center|color:%23203260″ transform=”uppercase” el_class=”part_block” link=”url:https%3A%2F%2Fwww.compliancesystems.com%2Fpresident-trump-signs-secure-act-legislation%2F||target:%20_blank|”][vc_empty_space height=”12.5px”][vc_column_text]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[/vc_column_text][/vc_column_inner][vc_column_inner width=”1/3″ css=”.vc_custom_1582812825400{background-color: #f1f4f9 !important;}”][vc_custom_heading text=”Compliance Resources” google_fonts=”font_family:Abril%20Fatface%3Aregular|font_style:400%20regular%3A400%3Anormal” font_container=”tag:h4|text_align:center|color:%23203260″ transform=”uppercase” el_class=”part_block”][vc_empty_space height=”12.5px”][vc_column_text]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.[/vc_column_text][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row]