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  • videocam On-Demand
  • card_travel ERISA
  • schedule 90 minutes

SECURE Act and Retirement Plan Administration: ERISA Compliance Issues for Plan Sponsors and Employers

Expansion of Part-Time Employee Eligibility, Changes for 401(k) Safe Harbor Plans, Lifetime Income Disclosures, Annuity Options

$347.00

This course is $0 with these passes:

CLE
ALL
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Description

The SECURE Act contains several provisions that significantly change qualified retirement plan design and operation. ERISA attorneys, plan sponsors, and employers must recognize the impact of the SECURE Act and prepare for IRS and DOL interpretations and requirements.

Key provisions of the Act will undoubtedly present administrative and compliance challenges for plan sponsors and employers. The SECURE Act provides for an expansion of plan participation of part-time employees, new nondiscrimination relief for closed defined benefit plans, and increased penalties for failure to file returns and notices. Also, the Act includes rule changes impacting plan distributions, withdrawals, and loans along with safe harbor 401(k) plans and annuity options under defined contribution plans.

Listen as our panel discusses the key provisions of the SECURE Act and how it will impact retirement plan design, implementation, and administration, as well as offer best practices for ERISA compliance for plan sponsors and employers.

Presented By

Paul M. Hamburger
Partner
Proskauer Rose LLP

Mr. Hamburger is co-chair of the Employee Benefits & Executive Compensation Group and head of the Washington, DC office. He is also a leader of the Practice Center’s health and welfare subgroup and a member of Proskauer’s Health Care Reform Task Force.

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Seth J. Safra
Partner
Proskauer Rose LLP

Mr. Safra advises clients on compensation and benefit programs. His experience covers a broad range of retirement plan designs, from traditional defined benefit to cash balance and floor-offset arrangements, ESOPs and 401(k) plans—often coordinating qualified and non-qualified arrangements. Mr. Safra also advises on ERISA compliance for investments, including the U.S. Department of Labor’s new conflict of interest (fiduciary) rules.

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Wednesday, March 25, 2020

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

  1. SECURE Act; recent developments and remaining issues
  2. Plan administration and compliance challenges
    1. Part-time workers
    2. Nondiscrimination
    3. Annual reporting
    4. Penalties
  3. Impact on plan distributions, in-service withdrawals, and loans
  4. Impact on safe harbor 401(k) plans
  5. Other key items and best practices for plan design and implementation

The panel will review these and other vital matters:

  • What should plan sponsors and employers know about the SECURE Act, and what should they do about it?
  • What are the recent developments, fundamental changes, and unresolved issues of the SECURE Act?
  • What are the risks and potential pitfalls of the SECURE Act?