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Current Developments (2022)

ASC

Nov. 10, 2022
Recorded Online
Webcast

Don't let your professional knowledge of this ever-changing retirement plan industry become outdated!

John Griffin, J.D., LL.M. will discuss what you need to know about the latest developments.

In this CE credit webcast, John Griffin, J.D., LL.M. will discuss the following topics:

  • Recent retirement plan legislation
  • Internal Revenue Service regulatory developments
    • Proposed regulations on required minimum distributions
    • Proposed regulations on multiple employer plans (MEPs) and pooled employer plans (PEPs)
    • Plan document update, including new procedures for pre-approved plan 403(b) plans and CARES/SECURE Act amendment extension
    • Guidance on missed pre-approved plan restatements
    • SECURE Act guidance update
    • IRS Snapshots on partnership compensation calculation and third party loans
    • IRS' 90-day examination compliance pilot program
  • Department of Labor regulatory developments
    • Changes to qualified professional asset manager ("QPAM")
    • Cybersecurity enforcement
    • Guidance on auditor independence
    • DOL regulatory agenda
  • ERISA litigation trends
  • Pending retirement plan legislation, including SECURE 2.0
  • Plus other important retirement plan industry developments

Qualifies for 2 hours of Continuing Education Credits for ERPA, NIPA, ASPPA, Enrolled Agent and JBEA Non-Core.

Presenter: John Griffin, J.D., LL.M.

More Information, How to Register

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