The RLF is conducting a survey to gauge industry attitudes about the impact of the newly passed SECURE Act (including MEPS/PEPs and retirement income). In addition, this survey will look at specific plans firm are putting in place as a result of SECURE. With this survey, we will capture the views of record keepers, asset managers, and advisors/consultants to get a “360 degree view” of how SECURE will change the business.
To view the presentation deck, please click here.