This month RIA Intel met up with CAPTRUST Defined Contribution Practice Leader Scott Matheson to discuss ways the SECURE Act (Setting Every Community Up for Retirement Enhancement Act), which gained passage in the House in May and is headed for a Senate vote, could impact advisors.
Written by Grace Williams, the piece discusses the purpose of the Act and shares a few predictions. Matheson is quoted in the article and speaks to the changes advisors might anticipate for Required Minimum Distributions, non-spouse inherited IRAs, and annuities in 401(k)s.
To read the article in its entirety, click here.
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, executives, and high-net-worth individuals. Headquartered in Raleigh, North Carolina, the firm currently represents more than $298 billion in client assets with 38 locations across the U.S.