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In March, the Kansas City Chapter of the ISCEBS is hosting a webinar to review the recently signed SECURE Act. On December 20, 2019, President Trump signed into law the Further Consolidated Appropriations Act, 2020, which includes the Setting Every Community Up for Retirement Enhancement Act (the “SECURE” Act). The SECURE Act amounts to the most significant retirement legislation in more than a decade. Join us for an overview of the legislation’s effect on retirement plans, including changes to 401(k), 403(b), 457(b), and defined benefit arrangements. The SECURE Act makes important changes to the Tax Code’s required minimum distribution rules, encourages employers to add lifetime income options to their defined contribution plans, makes it easier for participants to access their defined contribution plan accounts in certain circumstances, and creates incentives for small employers to make retirement plans available. Careful consideration of the optional changes that employers may make and coordination with TPAs and recordkeepers on the administration of mandatory changes will be vitally important for SECURE Act compliance.

Top Take Aways

• Overview of the key retirement plan changes made by the SECURE Act
• Understanding which changes are required, and which are optional
• Recommendations for compliance strategies

CEBS - qualifies for 1 hour of CPE

Mar 5, 2020 11:30 AM in Central Time (US and Canada)

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Gregory L. (Greg) Ash
Partner @Spencer Fane LLP
As the leader of Spencer Fane’s Employee Benefits Practice Group, Greg Ash helps his clients maximize the value and minimize the risks inherent in their benefit plans. With more than 25 years of experience, Greg translates complicated legal issues under ERISA and the Internal Revenue Code into meaningful decision points for employers. He forecasts risk and identifies opportunities to help his clients meet their business objectives. Greg knows the retirement industry inside and out, representing not only employers but also large record keepers and other service providers. He advises clients on the entire spectrum of benefits issues, including retirement, health and welfare, and executive compensation matters. Greg also is the leader of the firm’s ERISA litigation practice. He uses his substantive knowledge of ERISA and the Tax Code to create unique litigation avoidance strategies and, when necessary, winning defense arguments.