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

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.

Runtime: 88 minutes
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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
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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

OnDemand Webinar

This course was last revised on February 25, 2020.

Call 1-866-352-9540 for further credit information.

  • HR Certification Institute 1.5
     
  • This E-Learning 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 1.25
     
  • 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 1.25 PDC(s) for the SHRM-CP or SHRM-SCP. For more information about certification or recertification, please visit www.shrmcertification.org.
     

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

  • Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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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]
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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
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
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* For audio recordings you only pay shipping

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

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Product ID: 407378
Published 2020
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Available in Multiple Formats

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