The SECURE Act

In December 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law. CPG is aware of this legislation, and we plan to share the required changes to our benefit plans and products on our website.

If you would like to learn more about the SECURE Act now, you can find a summary of its key provisions by Fidelity Investments here.

Please speak with your tax adviser if you have any questions about the SECURE Act and how it might impact you.

Be Smart About Your Taxes

Tax planning in retirement is complicated, but these resources can help:

• Download our 2020 Clergy Tax Return Preparation Guide (for 2019 Returns) to understand the law.
• Consider working with a Certified Public Accountant.

Visit Tax Resources for more information.