Joel Almquist

Joel Almquist

K&L Gates LLP

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SECURE-ing Insurance Company Separate Account Assets for ETFs

On 29 December 2022, President Biden signed into law the SECURE Act 2.0 (SECURE 2.0) as part of the Consolidated Appropriations Act of 2023. SECURE 2.0 builds on the 2019 passage of the Setting Every Community Up for...more

7/27/2023  /  Asset Management , ETFs , Investment , Retirement Funds , Retirement Plan , SECURE Act , U.S. Treasury

Session IV - ERISA and Tax Developments: 2019 Boston Investment Management Conference

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1/6/2020  /  Employee Benefits , Employee Retirement Income Security Act (ERISA) , Investment Management , Investors , Retirement Plan
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