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Course Details

The Secure Act Reshapes The Retirement Pan Landscape. (or, part-timers and pooled-providers - what you need to know.)

Webinar: ID# 1039065
Live from 10/29/2020 to 10/29/2020 from 1:00pm till 3:00pm or via On-Demand
Qty:
About This Course:
In December 2019, Congress passed the SECURE Act, the most significant piece of retirement plan legislation in more than a decade. The Act includes a number of changes to existing retirement plan rules that are designed to make it easier for employees to save for retirement.

In this webinar, plan sponsors will learn about:
  • Expanded eligibility rules for part-time employees
  • The advent of "open" pooled employer plans that will allow small employers to reduce administrative costs by joining a larger group of unrelated employees
  • Changes to safe harbor and other rules that promote additional savingsa
  • nd other important administrative changes that will require Plan amendments
What You'll Learn:SEMINAR OVERVIEW
  • Introduction of the Pooled Employer Plan (PEP) and how it will make employer-sponsored retirement plans more accessible and affordable for small and mid-sized employers
  • New rules for part-time employee eligibility
  • New Requirements for Lifetime Income Disclosure Statements
  • Other Options Requiring Plan Amendments
  • New Small Employer Tax Credits and Increases to Fines for Failure to File
This webinar will use the Zoom platform, attendees will be emailed the log-in URL after registration. Reference material will be emailed shortly before the program.
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The Secure Act Reshapes The Retirement Pan Landscape. (or, part-timers and pooled-providers - what you need to know.)
Live from 10/29/2020 to 10/29/2020 from 1:00pm till 3:00pm or via CD or On-Demand
Qty:
Course Details
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