After a very long wait, The SECURE Act has finally been passed and has established its place as historic legislation providing for enhancements to retirement savings opportunities and operations. Please join us for a FREE webinar, given by Kimberly Shaw Elliott, that will cover the significant provisions of this important legislation.

During this webinar, we will discuss: •The SECURE Act’s impact on Multiple Employer Plans ("MEPs") or "pooled employer plans"
•Changes to nondiscrimination testing rules for certain defined benefit pension plans
•New rules for 401(k) plans with respect to eligibility, the auto-enrollment safe-harbor, safe-harbor election and notices, and loans
•Increase of certain tax credits related to employer-sponsored retirement plans
•Changes related to lifetime income options available in employer-sponsored retirement plans
•New rules and penalties associated with Form 5500 Annual Return/Reports
•New rules affecting IRAs
•Expected guidance from the IRS and DOL resulting from the SECURE Act and possible additional retirement-plan related legislation.

свернуть