Show navigation

Live Webinar

90-minute live streaming program
  • February 25
  • 1:00 - 2:30 pm EST

SECURE Act: What It Means for 401(k) and IRAs

February 25

Discover how the SECURE act is affecting 401(k) and IRAs.

The changes to retirement plans in the SECURE Act came upon us suddenly and many are already effective. Plan sponsors and administrators need to be addressing changes in the law now, and deciding how their plans will operate. This topic addresses the topics in order of urgency to plans. For example, when your first participant turns 70-1/2 or dies in 2020, you should already be prepared to address when required distributions must begin from the plan and how quickly they must be taken. Likewise plan administrators should be reviewing their procedures now to see how they will have to change for provisions taking effect later, such as lifetime income disclosures and making 401(k) deferrals available to part-time employees. There are also new plan design opportunities available that plan sponsors can begin considering.

Learning Objectives

  • You will be able to define a pooled employer plan and how it differs from existing alternatives.
  • You will be able to discuss the new rules for beneficiaries of participants who die after 2019.
  • You will be able to explain why plans may want to look at lifetime income options for participants.
  • You will be able to review your plan procedures and how they will need to change.

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Immediate Compliance Issues
  • Extended RBD and Changes for Death Benefits
  • Plan Loan Changes
  • Lifetime Income Disclosures
New Options Available in 2020
  • Withdrawals for Birth or Adoption
  • Additional Hardship Distributions and Loans
  • Earlier In-Service Distributions From DB and 457(b) Plans
Provisions Benefiting New Plans
  • Open MEPs or Pooled Employer Plans
  • Small Employer Plan Credit
  • Later Adoption or Amendment of Plans
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPP/FPC
     
  • Lorman Education Services is an approved provider through the American Payroll Association. This seminar is approved for 1.5 RCHs. PLEASE NOTE: To receive credit through the American Payroll Association for this program you MUST attend the program in its entirety and use the streaming option, as well as enable (and complete) the required progress checks.
     
  • HR Certification Institute 1.5
     
  • This program has been approved for 1.5 (General) recertification credit hours toward aPHR(TM), aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM) and SPHRi(TM)recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
     
  • SHRM 1.5
     
  • Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.5 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     
  • CPE 1.8 including Business Law 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Business Law for 1.8 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for estate planners, accountants, financial planners, benefits administrators, HR manager and payroll professionals.

Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jeff Belfiglio

Jeff Belfiglio

Davis Wright Tremaine LLP

  • Partner in the Bellevue, Washington, office of Davis Wright Tremaine LLP
  • Practices exclusively in all aspects of employee benefits
  • Co-writer of the Employee Benefits Institute of America’s Cafeteria Plans manual
  • Listed in The Best Lawyers in America
  • Speaks regularly at the Western Pension and Benefits Conference and for Lorman Education Services
  • Can be contacted at 425-646-6128 or [email protected]
Purchase Options

More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today
With This Course

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.

Product ID: 407378
Published 2020
Purchase Options

Register today before this event fills.