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.
Continuing Education Credits:
Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.