To register for Relius Education seminars and conferences, please login or register for a new login account before proceeding. For more information, please see the Benefits of a Relius User Login Account. For assistance, please contact Client Services at 800-326-7235, and select Option 6.

2019 In Review – A Legislative and Regulatory Update [2019]
Presentor: David Schultz Recorded Date: 12/18/2019 Duration: 100 Min.

This program was recorded during a live presentation given on December 18, 2019.

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.


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

All ownership and intellectual property rights in and relating to this website and all of its contents or any copies thereof, including but not limited to copyrights, logos, trademarks, service marks, design, text, videos, sound recordings, images, links, graphics, code, concepts and themes are owned by FIS and/or its subsidiaries (collectively "FIS") or used under authorized license by FIS. Any recording, reproduction, transmission, distribution, publication, performance, broadcast, hyperlink, creation of derivative works or other use in whole or in part in any manner without the prior written consent of FIS is expressly prohibited. Without the prior written consent of FIS, you shall not insert a hyperlink to this website or any part thereof on any other website or "mirror" or frame this website, any part thereof, or any information or materials contained in this website on any other server, website or webpage.