Description

In December 2019, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law. It is the most comprehensive retirement plan legislation since the Pension Protection Act (PPA) of 2006.

This session will hit the highlights of the SECURE Act; covering topics such as the expansion of access to multiple employer plans (MEPS), changes to required minimum distributions: increase in age from 70 ½ to 72 & additional limitations placed on stretch distributions for certain beneficiaries, tax incentives for small businesses that implement auto enrollment, and more.

Get ready to:

Learning Objectives:

• Learn about the major provisions of the SECURE Act and how they will affect retirement planning and savings
• Understand what the changes mean for you and your clients
• Identify new planning opportunities and open implementation issues
• Explore other implications of the law change

Speaker(s):

• Avery E. Neumark, CPA, JD, LL.M., Partner, Marks Paneth LLP

Category: Concurrent Session Onsite and Online