February Monthly Educational Luncheon

Written by Welcome on February 26, 2020
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Date(s) - 02/26/2020
11:30 am - 1:00 pm

Golden Valley Golf and Country Club


“The SECURE Act Decoded”

Kat Lacy-Wilson, Compliance and Workplace Consultant – Associated Benefits and Risk Consulting

The last major piece of federal legislation in 2019 was a big one that put many years of retirement plan procedures and understanding in a whirlwind. Now is the time to take a breath and figure out what this new legislation really means. We will examine this legislation’s provisions with an eye on what has to be done versus what may be a good idea to do.

The discussion will address such issues as:

  • The reduction in 401k eligibility requirements
  • Modification to the 401k safe harbor notice
  • The creation of the new multi-employer “pooled employer” plan
  • Consolidation of the Form 5500s
  • Changes to the in-service distribution rules
  • Delay in the required minimum distribution age
  • Deceased participants’ account balance distributions to beneficiaries

Wednesday, February 26, 2020
11:15am – NEW! Registration and Networking Meet & Greet
11:30am – Lunch
11:55am – Chapter Welcome
12:00pm – Speaker Presentation

Golden Valley Golf and Country Club
7001 Golden Valley Road
Golden Valley, MN 55427

Current TCISCEBS Chapter Member Fee – $40.00
Non-Member Fee – $60.00

Friday, February 21, 2020

Thursday, February 20, 2020

To register, click here (or copy and paste the following link into your browser: http://www.cvent.com/d/jnq8gb/1Q)

Posted Under: Twin Cities Chapter Events