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Plan Administrator, Defined Benefit & Cash Balance

The Pension Source
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Strategic Retirement Plan Consultant

Retirement Plan Consultants
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Defined Benefit Plan Consultant/Actuarial Analyst

Sentinel Group
(Remote / Everett MA)

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MAP Retirement
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Data Administrator II

DWC - The 401(k) Experts
(Remote)

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Retirement Relationship Manager

MAP Retirement
(Remote)

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Retirement Plan Consultant

Sentinel Group
(Remote / Everett MA)

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Plan Consultant - DB/CB

MAP Retirement
(Remote)

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Regional Vice President, Sales

MAP Retirement
(Remote)

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Retirement Plan Administrator

Pattison Pension
(Albuquerque NM / Hybrid)

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DC Administrator

Pension Investors Corporation
(Remote / Altamonte Springs FL)

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View More ASPPA [American Society of Pension Professionals & Actuaries] Webinars, Podcasts and Conferences

DB Regulatory Update

ASPPA [American Society of Pension Professionals & Actuaries]

June 23, 2020
On-Demand
Webinar

Review recent IRS / Treasury guidance impacting defined benefit plans, including some of the defined benefit provisions in the SECURE Act and the CARES Act.

Learning Objectives:

  • Review the playing field for new and outstanding IRS / Treasury published guidance affected defined benefit plans.
  • Analyze rule changes under the SECURE Act for age 59 ½ in-person distributions.
  • Review the status of potential CARES Act guidance needed for the delay in the funding deadline and AFTAP calculations for 2020 plan year.

Speakers:

  • Kelsey Mayo, J.D., Partner, Poyner Spruill LLP
  • Tom Finnegan, FSEA, CBIZ Retirement Plan Services

More Information, How to Register