Navigating the SECURE Act for plan sponsors

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, signed into law on December 20, 2019, is the broadest piece of retirement legislation in recent history. Some of the changes will go into effect in 2020 and plan sponsors will need to immediately evaluate their retirement plans and make required updates.

Are you ready to implement the new retirement provisions?

A multidisciplinary approach

The SECURE Act includes both mandatory and optional provisions for 401(k) and pension plan sponsors. Buck takes a holistic approach to considering the implications of the SECURE Act for your plans incorporating all the stakeholders involved, including HR, record-keepers and administrators, fiduciaries, participants, and beneficiaries.

Our team includes:

  • Attorneys and compliance professionals dedicated to analyzing the requirements and helping our clients determine how the various provisions apply to them.
  • Defined contribution (DC) and defined benefit (DB) consultants that understand the various provisions of the SECURE Act and can help you with the design and administrative changes you may want to consider to support your plan’s objectives.
  • Award-winning engagement consultants that can provide innovative new content or update existing content to communicate new plan options to your members.




As you review the legislation, we can help you interpret how the various provisions apply to your organization, consult with you on your options, and make the necessary changes to your plan documents and policies and procedures, to ensure you’re compliant.



From contemplating in-plan annuities as a tool to preserve plan assets to discerning the appropriateness of expanding part-time benefits beyond what is required, we can take you through the analysis necessary to make an informed decision.



Our consultants specialize in DB and DC communications, investment and financial education, retirement modeling tools and DB lump sum campaigns. We can help your team provide clear, concise and engaging communication to your various constituents.


What does the SECURE Act mean for plan sponsors and their employees?

This webinar highlights key areas impacted by the law to help plan sponsors make sense of the new regulations.

Listen to the replay

For additional insights on how your organization can create a workforce today that can take on tomorrow, check out our thinking.

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