Resources for Wealth Planning Professionals

SECURE Act – Setting Every Community Up for Retirement Enhancement


ACTEC Estate Planning Essentials


The ACTEC Estate Planning Essentials video series offers families insight into the fundamentals of wills and trusts to encourage planning. We have tapped some of our most distinguished ACTEC Fellows to help explain to families some of the basics of wills, estate planning and guardianship.

How the SECURE Act May Impact Your Retirement Plan — The SECURE Act, enacted in December 2019, changes everything in regard to estate planning with retirement benefits. Learn what you need to know from the experts at ACTEC. 

Legislative and Regulatory Comments from ACTEC


ACTEC will periodically provide technical comment and expertise to the Congress, the Internal Revenue Service, and the Department of the Treasury in regard to proposed or existing regulations, forms or other administrative rulings.

June 2023 SECURE 2.0 ACT Comments – ACTEC submitted comments regarding Sections 107(c) and 327 of the SECURE 2.0 Act, both of which impact required minimum distributions. (June 23, 2023)

July 2020 Guidance Request Part II – ACTEC submits Part 2 of its request for guidance from Treasury regarding Section 401 of the SECURE Act, providing Treasury with detailed and comprehensive comments that address varying issues under the SECURE Act. (July 29, 2020)

July 2020 Guidance Request – ACTEC requests guidance from Treasury that will assist taxpayers with issues raised by the changes to the required minimum distributions (“RMDs”) after the death of an Employee found in Section 401 of the Setting Every Community Up for Retirement Enhancement Act of 2019, Pub. L. 116–94, part of the Further Consolidated Appropriations Act, 2020 (the “SECURE Act”) (July 14, 2020)

2020 Guidance from Treasury Regarding Selected Provisions of the SECURE Act — ACTEC’s request for interim guidance from Treasury that ACTEC believes will be needed by taxpayers in 2020 to adequately address the changes the SECURE Act made in the law relating to distributions from inherited plan accounts and IRAs after the death of the plan participant or IRA owner (March 31, 2020).

ACTEC Trust and Estate Talk


ACTEC Trust and Estate Talk is a free weekly podcast series. The series offers wealth planning professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.