Robert M. Richter, J.D., LL.M., APM, Retirement Education Counsel, American Retirement Association
Bob Kaplan, CFP, CPC, QPA, Director of Technical Education, American Retirement Association
Experience Level for Attendees: All
Target Audience: TPAs, administrators, compliance managers, record keepers, advisors
Keywords: SECURE, Retirement Plans, Law changes
IRS Program Number: CZTXU-Q-01136-20-O
Description: Congress just passed the SECURE Act which is the most comprehensive retirement plan bill since PPA 2006. This interactive webcast will review the major provisions that will impact the design and administration of retirement plans. Topics covered will include the effective dates for provisions and the dates that plans will need to be amended by. Specific provisions include changes to the rules for MEPS, safe harbor plan contributions, adoption dates for new plans and the revised required minimum distribution date. Other topics will be discussed as well
Recorded webcasts are only available for one year after their live air date.