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More SECURE: The First IRS Guidance

ERISApedia.com

Sept. 24, 2020
Recorded Online
Webcast

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

The IRS has released their first batch of guidance on the SECURE Act. At 31 pages, Notice 2020-68 covers the new EACA tax credit, qualified birth and adoption distributions, IRA contributions after 70 1/2, age 59 1/2 distributions from pension and governmental 457(b) plans, difficulty of care payments, and amendment deadlines. It also gives us our first taste of new rules relating to vesting for long-term part-time employees. Join Derrin and Ilene as they walk you through this guidance and how it will impact plans now and in the future. 

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

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