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Retirement Plan Administrator

The Nolan Company
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Midwest Independent TPA Firm
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Quality Control Specialist

Pentegra
(West Harrison NY)

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Documents and Operations Coordinator

Jordan & Associates Retirement Services
(Remote / Santa Rosa CA)

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ESOP Administrator

Blue Ridge ESOP Associates
(Remote)

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Experienced Retirement Plan Administrator

Karel-Gordon & Associates
(Remote / Deerfield IL)

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In-house Counsel, Legislative and Regulatory Advisor

Cheiron, Inc.
(Mc Lean VA / Charlotte NC / Chicago IL / CA / MD / NJ / NY / PA)

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Retirement Plan Administrative Specialist

Mueller Financial Services
(Elgin IL / Chicago IL / Orland Park IL)

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Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Senior Defined Benefits Consultant

Loren D. Stark Company
(Remote)

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Principal Benefits Expert

Mineral
(Remote / Portland OR)

Plan Document Specialist

The Ryding Company
(Remote / CA / HI / NC / NY / PA / TX / UT)

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Retirement Plan Administrator

Nicholas Pension Consultants
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Webcasts  >  Upcoming   |   Recorded
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View More Faegre Drinker Webcasts and Conferences

Year-End Checklist for Your Retirement Plan: 2020

Faegre Drinker

Oct. 22, 2020
Recorded Online
Webcast

Each year, retirement plans’ fiduciaries have a lot of responsibilities as they prepare for year-end. This year, fiduciaries and plan sponsors have a few extra “to do’s” on their list, with the passage of the CARES and SECURE Acts within the past year. Join Summer Conley, partner at Faegre Drinker, and Bonnie Treichel, co-founder and COO of ZUNA, on Thursday, October 22, 2020, at 1:00 p.m. ET for an actionable audiocast that will cover the tasks that are most critical to preparing for a successful year-end and start to 2021.

Topics include:

  • Year-end notices (and how they may be distributed)
  • The SECURE Act’s requirement for part-time workers
  • Plan document changes in light of COVID-19 (and considerations for the plan document amendment period)
  • Loans and loan procedures due to the CARES Act and COVID-19
  • Coronavirus-related distributions and related procedures due to the CARES Act and COVID-19
  • Procedures for Required Minimum Distributions
  • Action steps to ensure the plan remains in compliance

More Information, How to Register

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