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View More FIS Relius Education Webcasts and Conferences

2019 In Review - A Legislative and Regulatory Update [2019]

FIS Relius Education

Dec. 18, 2019
Recorded Online
Webcast

Each new year can be counted on to bring us new developments to the retirement plan world. 2019 was no different and more changes appear to be on the way.

In this 100 minute web seminar, the presenter takes you through all that has been happening in the qualified plan world during the last year (and a little more) and explains how it impacts your practice.

Topics will include:

  • New limits for 2019 and 2020
  • The latest on MEPs (and PEPs)
  • Regulation Best Interest
  • Changes to determination letter procedures
  • EPCRS Update (overview)
  • Changes to hardship distribution requirements
  • Updated VCP fees
  • Pension derisking
  • Uncashed checks
  • The SECURE Act and RESA
  • 403(b) guidance
  • And much more

As always, these programs not only provide a review of the key issues, including many not discussed in other FIS web seminars, but also provide you with an opportunity to ask your questions regarding what’s happening in the retirement plan world.

After attending this Web seminar, an attendee should be able to:

  • List the major developments affecting qualified plans in the last year
  • Explain the acceptable methods for documenting hardship distributions
  • List the major issues affecting MEPs under the new regulations
  • Apply the new IRS determination letter program procedures

Speaker: David Schultz, J.D.

More Information, How to Register

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