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View More American Society of Enrolled Actuaries [ASEA] Webcasts and Conferences

Defined Benefit Provisions in the SECURE Act

American Society of Enrolled Actuaries [ASEA]

Feb. 13, 2020
Recorded Online
Webcast

A multitude of SECURE Act provisions impact defined benefit plans.  

Here are the main questions this webcast will cover:

  • In-service distributions are allowed at 59 ½ from pension plans effective in 2020 — how will this work given there is no Title I counterpart in the new law?
  • What are the new closed plan rules, and how do these impact the 2016 IRS proposed regulations?
  • What are the new RMD provisions in SECURE?
  • Which provisions require amendments, and when do plans have be amended?  How does the remedial amendment period under SECURE work?

Learning Objectives:

  • The different testing options for 401(k) plans
  • Using QNEC and QMAC limitations to your advantage
  • Two different methods of disaggregation in testing

Speakers:  

  • Martin Pippins, Executive Director, ASEA
  • Jim Holland, Chief Research Actuary, Cheiron, Inc.

More Information, How to Register

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