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Understanding the SECURE Act, and More

Jan. 17, 2020
Recorded Online

Presented by: Ilene H. Ferenczy, J.D., CPC, APA and S. Derrin Watson, J.D., APM

The recently passed appropriations bill includes the long-awaited SECURE Act and other retirement-related rules.

Without question, it is the most significant change in retirement plan rules since PPA in 2006. Employers can adopt plans after the end of the year. Employers can add safe harbor 401(k) features after the year has begun, up to 12 months after the year has ended. There's no need for notices for safe harbor nonelective plans. RMDs have been pushed from 70 1/2 to 72, but there are limitations on stretch distributions for beneficiaries. Late filing penalties went way, way up. Certain part-time employees will have the right to defer, but won't be in the ADP test. There are expanded opportunities for MEPs and consolidated 5500 filing outside of MEPs.

Join Ilene and Derrin for this special webcast will show you the new rules and explain their application.

100 minutes (2 hours CE for ERPA / NIPA / ASPPA)

Slides (3 per page) | Slides (2 per page)

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