Broker Check

IRS Updates 2021 Retirement Plan Limits and Clarifies SECURE Act Guidance

Quarterly Regulatory Update

Legacy Planning Retirement Plan Services invites you to check out the latest Regulatory Update for information on policy changes that may affect your plan and your employees.

This quarter’s newsletter features recent key regulatory announcements, including:

  • The 2021 IRS Retirement Plan Limits
  • A recent IRS notice that clarifies several retirement plan provisions from last year’s SECURE Act
  • A recent proposal from the DOL that would tighten the rules surrounding proxy voting in retirement plans that are subject to ERISA

As always, please don’t hesitate to contact us with questions or to discuss anything about your company’s retirement plan.


View your wealth management website

Investor 360

View your Commonwealth accounts