David Levine Joins S&P Dow Jones Indices to Discuss SECURE ACT Lifetime Income Provisions

Principal David Levine joined S&P Dow Jones Indices to share a few takeaways on the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”) lifetime income provisions. In particular, the new lifetime income disclosure rule and a new safe harbor option for sponsors.

To view the segment, click here.

To learn more about the SECURE Act lifetime income provisions, see our previous publication linked here.