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IRS Updates 2021 Retirement Plan Limits and Clarifies SECURE Act Guidance

Brendan P. Speers, AIF®, CPFA | November 13, 2020

Quarterly Regulatory Update

Legacy Planning Retirement Plan Services invites you to check out the latest Regulatory Update for information on policy changes that may affect your plan and your employees.

This quarter’s newsletter features recent key regulatory announcements, including:

  • The 2021 IRS Retirement Plan Limits
  • A recent IRS notice that clarifies several retirement plan provisions from last year’s SECURE Act
  • A recent proposal from the DOL that would tighten the rules surrounding proxy voting in retirement plans that are subject to ERISA

As always, please don’t hesitate to contact us with questions or to discuss anything about your company’s retirement plan.

retirementplans@legacy-online.com

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Brendan Speers is the firm’s Director of Retirement Plan Services. He joined Legacy Planning in 2014 and has over ten years of service in the financial services industry – solely focused on helping corporate and non-profit retirement plan programs for the past eight years.

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