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Retirement Plans Affected by the Consolidated Appropriations Act

Brendan P. Speers, AIF®, CPFA | February 5, 2021

Quarterly Regulatory Update

Legacy Planning Retirement Plan Services invites you to check out the latest Regulatory Update for information on policy changes that may impact your plan and your employees. This quarter’s newsletter features recent key regulatory announcements, including these topics:

  • The latest round of economic stimulus legislation contains provisions that could affect employer-sponsored retirement plans
  • Is SECURE Act 2.0 on the way? Recently introduced legislation would double down on many of the mandates passed in 2019
  • Learn about the basics of a new kind of retirement plan that will debut in 2021


And, as always, don’t hesitate to contact our team with questions or to discuss anything about your retirement planning or overall financial picture.

Legacy Planning Retirement Plan Services 


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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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