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. 

Learning Objectives

Upon completion of this course, you should understand:

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

Designed For

Registered Representatives 

Find this course for your license:

License or Certification

Regulator

Type