DB Regulatory Update

ASPPA [American Society of Pension Professionals & Actuaries]

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