0       0

Employee Benefit Plans Conference 2020


EBP2025 - Secure Your Understanding of the SECURE Act


May 4, 2020 4:25pm ‐ May 4, 2020 5:40pm

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):

Category: Concurrent Session Onsite and Online

You must be logged in and own this session in order to post comments.

Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content