Broadcast Date: Thursday, May 11, 2023
from 12:00 pm to 1:30 pm (ET)
Overview:
The enactment of the SECURE 2.0 Act of 2022 (SECURE 2.0) provides sweeping changes in employer-sponsored retirement savings plans and individual retirement accounts (IRAs). This landmark legislation promises to improve retirement outcomes through simplified plan administration and increased employees’ participation in plans and retirement savings.
These changes to the retirement savings rules are expected to pose drastic changes to the retirement plan procedures. Thus, large and small plan sponsors should stay close to the developments surrounding this legislation and take immediate actions to address the forthcoming changes.
Listen as a panel of distinguished thought leaders and practitioners organized by The Knowledge Group provide a comprehensive analysis of the major reforms and implications of SECURE 2.0. Discover strategic opportunities and best strategies to adapt to the shifting landscape of Secure Act.
In a LIVE Webcast, the speakers will discuss:
- SECURE 2.0 Big Changes
- Benefits and Drawbacks of the Legislation
- Major Implications on Retirement Plans
- New Strategic Opportunities for Employers
- Best Compliance Steps
Credit:
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method of Presentation:
Live Webcast
Prerequisite:
General knowledge of employee benefits laws
Course Code:
1410264
NY Category of CLE Credit:
Areas of Professional Practice
Total Credits:
1.5 CLE
How to Claim CLE Credits Per State:
https://knowledgewebcasts.com/how-to-claim-cle-credits-per-state/
CLE State Requirements:
https://knowledgewebcasts.com/cle-state-requirements/
CPE State Requirements:
Speaker:
Todd Castleton, Of Counsel
DLA Piper
Todd Castleton is Of Counsel in the Employee Benefits and Executive Compensation group at DLA Piper, LLC (US). Todd’s practice currently focuses on the design, administration, and legal compliance of tax-qualified retirement plans and nonqualified deferred compensation arrangements. Todd partners with clients to find legal solutions to meet business objectives and to manage fiduciary obligations to reduce risk. He regularly advises on benefits issues in mergers and acquisition and benefits litigation strategy. He has experience with all types of retirement plans, including individually designed plans, preapproved prototype plans, multiple employer plans, collective bargained multiemployer plans, PEO sponsored plans, and pooled employer plans.
Agenda:
Todd Castleton, Of Counsel
DLA Piper
Date & Time:
Thursday, May 11, 2023
12:00 pm to 1:30 pm (ET)
A recording will be available to view 24-48 hours after the live date.Materials:
Coming Soon.
Please check back again later.
Who Should Attend:
- Labor & Employment Lawyers
- Employee Benefits Lawyers
- Insurance Lawyers
- Benefits Administrators
- Chief Human Resource Officers
- Chief Compliance Officers
- Compensation Managers
- Financial Advisors
- General Counsel
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