Policy and legislative updates

When laws pass that affect clients' retirement planning or retirement income, we'll post informative content here to help you navigate the changes.

2020: The CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act), provides emergency monetary assistance to individuals, families and businesses affected by the 2020 global pandemic.

Financial Professional planning opportunities

2019: The SECURE Act

In December, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which seeks to increase Americans' retirement preparedness. The Act includes changes that will affect the retirement income plans of many clients.

Financial Professional planning opportunities

Podcasts

Listen in as specialists from the Nationwide Advanced Consulting Group discuss the SECURE Act.

Part 1: Changes to IRA distributions and contributions
Part 2: Planning opportunities

Impact to small business retirement planning

One significant aspect of the SECURE Act makes it easier for small businesses to offer workplace retirement plans. Multiple Employer Plans (MEPs) will allow small businesses to pool their resources to offer a workplace retirement plan that is cost effective and administratively simple. Nationwide Financial president John Carter shares his view of this positive reform.

2017: The Tax Cuts and Jobs Act

Signed into law on December 22, 2017, the Tax Cuts and Jobs Act is the most substantial overhaul of the Internal Revenue Code since 1986. Your clients will likely want to know how it may affect their financial plan, and we'll help make your conversations easier.

Financial Professional planning opportunities

Podcasts

Listen in as specialists in our Advanced Consulting Group provide an overview of the changes enacted by this legislation.

Part 1: How the tax reform affects businesses
Part 2: How the tax reform affects individuals
We're here to help.
If you have questions about these policy and legislative updates, call our Advanced Consulting Group at , Option 9, extension 677-6500.