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SECURE Act

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


PROFESSIONAL DEVELOPMENT CREDITS
CEBS - qualifies for 1 hour of CPE

Mar 5, 2020 09:30 AM in Pacific Time (US and Canada)