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2014 Retirement Plan Regulatory Update

Multnomah Group

Aug. 20, 2014
Recorded Online
Webcast

Recorded Webinar

Slides

Retirement plans operate in a legal, legislative, and regulatory landscape that is constantly evolving. Keeping up with the changes that are relevant to your plan can be a daunting task for retirement plan fiduciaries. In this presentation, Amy Barber, JD will boil down this year's chief developments to date, as well as issues on the horizon that may impact your retirement plan in the future.

We'll be discussing:

  • Relevant case law updates
  • Mandatory restatement period for qualified defined contribution plans
  • Postponement of 403(b) document submission deadline
  • IRS guidance related to the DOMA decision for qualified retirement plans
  • Proposed 408(b)(2) disclosure guide from the DOL
  • Status of DOL agenda regarding lifetime income illustrations
  • Status of DOL agenda regarding fiduciary oversight of self-directed brokerage windows
  • Status of the SEC's uniform fiduciary standard for brokers and advisers, and DOL's definition of fiduciary

Continue by clicking on the following link:
http://youtu.be/lcLjFBAvusc

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