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SECUREly Safe Harbor; CARES Update


Jan. 6, 2021
Recorded Online

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

Notice 2020-86 provided important guidance relating to safe harbor notices, retroactive safe harbor notices, and QACA maximum contributions. The guidance answers several key questions, but requires careful parsing. It leaves other issues open for later guidance. Ilene and Derrin will explain the new rules and what they mean for you. They will also alert you to the important changes made by the Consolidated Appropriates Act of 2021, including relief for partial plan terminations, CRDs from money purchase plans, and other 2020 disaster relief.

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

View here to download the Q&As to the session.

More Information, How to Register

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