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IRA and 401(k) Retirement Changes: Understanding the SECURE Act and How It Will Affect Your Business


Feb. 27, 2020
1:00 - 2:00 pm ET

Stay prepared for the upcoming 2020 changes taking place for workplace retirement plan offerings based on the newly passed SECURE legislation. The SECURE Act contains the most extensive changes to ERISA and the Tax Code since the Pension Protection Act in 2006. In this webinar, we will review some of the most impactful changes for retirement plan sponsors and participants. Additionally, we will explore a new plan structure - the Pooled Employer Plan (PEP) - which allows otherwise unrelated plans to be treated as a single plan served by a Pooled Plan Provider (PPP).

This webinar will be moderated by Joe Park, Director of Retirement Services for Burnham Gibson Wealth Advisors, Inc., with special guest presenter, Jason Roberts, Esq., founder and shareholder at Retirement Law Group (RLG) a law firm that specializes in ERISA, tax and investment-related matters.

Continue by clicking on the following link:

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