(949) 344-2333 info@iaml.com

WEBINAR: THE SECURE ACT RESHAPES THE RETIREMENT PLAN LANDSCAPE. (OR, PART-TIMERS AND POOLED-PROVIDERS – WHAT YOU NEED TO KNOW.)

In December 2019, Congress passed the SECURE Act, the most significant piece of retirement plan legislation in more than a decade. The Act includes a number of changes to existing retirement plan rules that are designed to make it easier for employees to save for retirement. In this seminar, plan sponsors will learn about:  expanded eligibility rules for part-time employees; the advent of “open” pooled employer plans that will allow small employers to reduce administrative costs by joining a larger group of unrelated employees; changes to safe harbor and other rules that promote additional savings; and other important administrative changes that will require Plan amendments.

SEMINAR OVERVIEW

  • Introduction of the Pooled Employer Plan (PEP) and how it will make employer-sponsored retirement plans more accessible and affordable for small and mid-sized employers. Elements discussed:
    • Duties of a Pooled Plan Provider
    • Fiduciary duties of employer participants in a PEP
    • Simplified annual reporting and other benefits of a PEP
    • Model plan language and status of the industry’s readiness
  • New rules for part-time employee eligibility
    • Eligibility calculations
    • Employer contribution rules and nondiscrimination issues
  • New Requirements for Lifetime Income Disclosure Statements
  • Other Options Requiring Plan Amendments
    • New Safe Harbors requiring Plan amendment
    • Rules affecting Plan distributions
    • Rules for Retroactive Plan adoption
  • New Small Employer Tax Credits and Increases to Fines for Failure to File

 

SEMINAR SCHEDULE

October 29, 2020 – 1:00 pm – 3:00 pm EST

 

 

CONTINUING EDUCATION

Full Program – 2 PDCs for SHRM

*This program can earn participants CLE credit.  Please call or email if would like more information.

 

HOW TO REGISTER

Online (credit card or bill your employer)
Phone: (949) 344-2333

SECURE Act Webinar

Cost: $199

SHRM has pre-approved this seminar for Professional Development Credits (PDCs) toward SHRM-CP℠ or SHRM-SCP℠ Certifications.

IAML certifies that this activity conforms to the standards for approved education activities prescribed by the minimum continuing legal education rules and regulations for many states.

SEMINAR FACULTY

George F. Cicotte founded the Cicotte Law Firm in 2002. Mr. Cicotte’s entire career has focused on employee benefits, beginning in 1989 as a pension actuary and, since 1995, as an ERISA attorney. He serves clients throughout the U.S., with a preponderance in the western and southwestern states. Before establishing the Cicotte Law Firm, Mr. Cicotte practiced law in Washington, D.C. with Covington & Burling, consistently ranked as one of the most selective law firms in the nation.

Mr. Cicotte’s broad employee benefits practice involves such diverse issues as health and retirement plan design, representing employers in labor relations matters, federal taxation, assisting health plans with HIPAA, COBRA and all other requirements and advising on a myriad of employment and fiduciary responsibility issues. In addition to counseling with clients on compliance and transactional matters the Firm frequently defends ERISA lawsuits.

Mr. Cicotte has spoken throughout the country for groups such as the Western Pension and Benefits Conference, The Institute for Applied Management and Law, The Society for Human Resource Management, Deloitte & Touche Consulting, Lorman Education Services, The National Association of Insurance and Financial Advisors, The National Employer Conference and The Zero Alpha Group. He has authored and co-written several articles and publications including the employee benefits chapter of The Contingent Workforce – Business and Legal strategies, published by Law Journal Press.

YOUR SATISFACTION IS GUARANTEED

IAML is confident you are going to find this program to be highly beneficial and a fantastic use of your training budget.   If, for any reason, you are not completely satisfied, we will refund your tuition costs.