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2019 In Review – A Legislative and Regulatory Update [2019]
Date: 12/18/2019 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

Each new year can be counted on to bring us new developments to the retirement plan world. 2019 was no different and more changes appear to be on the way. In this 100 minute web seminar, the presenter takes you through all that has been happening in the qualified plan world during the last year (and a little more) and explains how it impacts your practice.

Topics will include:
  • New limits for 2019 and 2020
  • The latest on MEPs (and PEPs)
  • Regulation Best Interest
  • Changes to determination letter procedures
  • EPCRS Update (overview)
  • Changes to hardship distribution requirements
  • Updated VCP fees
  • Pension derisking
  • Uncashed checks
  • The SECURE Act and RESA
  • 403(b) guidance
  • And much more…

As always, these programs not only provide a review of the key issues, including many not discussed in other FIS web seminars, but also provide you with an opportunity to ask your questions regarding what’s happening in the retirement plan world.

Prerequisites:

There are no prerequisites for this program. The speaker will assume that attendees have a general familiarity with the design and operation of qualified plans and the requirements of ERISA, and have a minimum of one year of experience.

Level: Intermediate
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, an attendee should be able to:

  • List the major developments affecting qualified plans in the last year
  • Explain the acceptable methods for documenting hardship distributions
  • List the major issues affecting MEPs under the new regulations
  • Apply the new IRS determination letter program procedures

How to participate

Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information.

System Requirements for Webex

WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.

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