Highlights of the SECURE Act and the SECURE Act 2.0

Overview

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is one of the most significant pieces of retirement legislation since the Pension Protection Act (PPA) of 2006. This course discusses various provisions of the SECURE Act and SECURE Act 2.0 and the impact on your clients.

Find this course for your license

License or Certification

Regulator

Objectives

Upon completion of this course, you should understand:

understand the SECURE Act and SECURE Act 2.0
know your fiduciary and suitability obligations to your clients under the SECURE Act and SECURE Act 2.0

Designed For:

Registered Representatives

Course Information

Adding additional credit may change exam requirements.

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