This webinar offers a comprehensive overview of the current state of SECURE 2.0 Act implementation and its impact on retirement plans. This informative session will cover four key areas: the adoption status of SECURE 2.0 provisions among plan sponsors, the readiness of service providers to support new features, the evolving landscape of hardship distributions, including those related to natural disasters, and the implementation challenges of student loan repayment options within retirement plans.
About the Speaker
Frank J. Bitzer, Esq., FACEBC, is National Director of ERISA Consulting for Marsh-McClennan Agency Retirement Plans and Asset Management. He has been a practicing employee benefits lawyer since 1988. Mr. Bitzer is a graduate of the University of Cincinnati College of Education and received his Juris Doctorate from the University of San Diego School of Law in 1988. Mr. Bitzer has particular experience in both civil and criminal fiduciary matters pursuant to ERISA, having previously served as a Journeyman level Investigator with the United States Department of Labor – Employee Benefits Security Administration. Mr. Bitzer is the Past Chair of the Cincinnati Bar Association Employee Benefits Committee. He has been named a Cincinnati Leading Lawyer by Cincy Magazine in 2008, 2010, 2011, 2012, and 2013. He has also been recognized as a Super Lawyer for the State of Ohio by Cincinnati magazine and Law & Politics magazine in 2009, 2010, 2011, 2012, and 2013. In addition, he is a Fellow in the American College of Employee Benefits Counsel.
Frank is a Member of the Bars of the State of Ohio, The United States Supreme Court and the United States Sixth Circuit – Southern District of Ohio. Mr. Bitzer has made presentations on ERISA fiduciary matters to organizations across the United States. He is a contributor of articles to the Journal of Pension and Benefits, Spencer’s Research Reports, The Pension Actuary, Pension Plan Administrator and other publications. Mr. Bitzer also provides expert witness testimony in litigation matters focusing on ERISA. He is a member of the American Society of Pension Professionals & Actuaries and a former member of Government Affairs Committee, Sub-Committee on Department of Labor Enforcement. He is a member of the Internal Revenue Service Great Lakes Region Tax Exempt and Government Entities Joint Council, the International Foundation of Employee Benefit Plans, and the Cincinnati Bar Association-Employee Benefits Committee.
Mr. Bitzer is the author and a co-author of the following employee benefits related textbooks: ERISA Facts, Benefits Facts, The Insider’s Guide to DOL Plan Audits, Quick Reference to ERISA Compliance, The Coverage and Nondiscrimination Answer Book, The Plan Termination Answer Book and The Pension Answer Book – Forms and Worksheets.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.