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Overview:

The Setting Every Family Up for Retirement (SECURE) Act was signed into law last December 2019 as part of the year-end spending bill. Comprising nearly 30 provisions, the SECURE Act implements various measures aimed at improving retirement savings security. It also includes significant requirements designed to increase access to tax-advantaged accounts, as well as easier avenues for small and medium-sized companies to participate in pension plans for their employees.

The SECURE Act is the most sweeping retirement legislation in more than a decade. With the changes taking place, potential implementation challenges and risks may pose legal consequences to be managed.

In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide the audience with an in-depth analysis of the SECURE Act. Speakers will present the pros, cons and potential issues under the newly signed law. They will also provide an outlook that will help concerned individuals to properly navigate these changes.

Key Issues:

  • An Overview of the SECURE Act’s Key Provisions
  • Major Changes and Their Implications
  • Implementation Issues and Challenges
  • Pros and Cons of Implementation Options
  • Outlook for Regulatory Guidance

Credit:

Course Level:

Intermediate

 

Advance Preparation:

Print and review course materials

 

Method of Presentation:

On-demand Webcast (CLE); Group-Internet Based

 

Prerequisite:

General knowledge of employee benefits laws

 

Course Code:

149012

 

NY Category of CLE Credit:

Areas of Professional Practice

 

NASBA Field of Study:

Finance - Technical

 

Total Credits:

2.0 CLE

2.0 CPE (Not eligible for QAS (On-demand) CPE credits)

Speaker Panel:

Sherrie Boutwell, Partner
Boutwell Fay LLP

Sherrie Boutwell has focused for thirty years in the areas of employee benefits law and ERISA, with an emphasis on retirement and deferred compensation plans. Sherrie has extensive experience and is a highly sought after speaker/writer/advisor on employee benefits topics. Sherrie takes pride in bringing a practical and down to earth approach to resolving complex benefits issues involving qualified plans, non-qualified plans and health and welfare plans.

Timothy Speiss, Partner
EisnerAmper LLP

Timothy Speiss is Co-Leader of the firm’s Personal Wealth Advisors Group. He chairs the firm’s Asia Practice and is a member of the firm’s community service group, EisnerAmper Cares. Tim has more than 30 years of experience in providing comprehensive tax planning and related investment, compensation, and financial planning services to senior executives and board members of Fortune 100 publicly held companies, Forbes 400 families, and privately held businesses and owners including celebrities and owners of professional sports teams.

Prior to joining the firm, Tim was a Partner with a Big 4 accounting firm and served as Partner-in-Charge of their New York Metro and Northeast Area Private Client Advisory Practice.

Tim is a frequent speaker and author on topics of tax and financial planning, executive compensation, charitable giving, and related matters. He has lectured in various university graduate programs and regularly provides commentary on tax, investment and legislative matters to television, radio, and print media, including CNBC, Bloomberg and Forbes.

Tim serves on the boards of, and regularly advises, numerous charitable and educational organizations and capital campaign initiatives.

Bryan D. Bolton, Chairman
Funk & Bolton, P.A.

Bryan Bolton represents ERISA plan sponsors, plan fiduciaries, employers, insurers, self-funded plans, third-party administrators, Managed Care Organizations, and broker-dealers in a wide-variety of matters pertaining to welfare and retirement plans, including in judicial and regulatory proceedings.   Bryan’s extensive appellate experience includes appeals to the United States Courts of Appeals for the Second, Third, Fourth, and District of Columbia Circuits, and amicus counsel in the Supreme Court of the United States. Mr. Bolton is a member of the Maryland and Pennsylvania bars, and is listed in the Bar Register of Preeminent Lawyers, Maryland Super Lawyers and Best Lawyers in America.

Todd B. Castleton, Counsel
Kilpatrick Townsend & Stockton LLP

Todd B. Castleton is counsel with Kilpatrick Townsend & Stockton’s Employee Benefits Practice in the firm’s Washington, D.C. office, where he leads the Qualified Retirement Plans team. His practice focuses on the compliance and administration of qualified defined contribution and defined benefit retirement plans, nonqualified deferred compensation arrangements, and health and welfare plans. Todd partners with clients to accomplish solutions for effective and efficient employee benefit plan administration, to maintain the plans’ tax-preferred status under the Internal Revenue Code (IRC), to manage employee benefits issues in mergers and acquisitions, to comply with Titles I, II, and IV of the Employee Retirement Income Security Act (ERISA), and to implement the requirements of the Tax Cuts and Jobs Act of 2017 (Tax Reform) and the Patient Protection and Affordable Care Act of 2010 (Health Care Reform). He was a contributing editor of The 401(k) Plan Handbook and the Guide to Assigning & Loaning Benefit Plan Money.

Agenda:

SEGMENT 1:

Sherrie BoutwellPartner

Boutwell Fay LLP

  • Increasing Auto Enrollment Deferral Rate Escalation Maximum
  • Long-term Part-time Employee Eligibility
  • Nonelective Safe Harbor Designs
    • Elimination of Annual Notice
  • 403(b) In-kind Distributions Upon Termination
  • In Service Distributions in Governmental 457 Plans

SEGMENT 2:

Timothy SpeissPartner

EisnerAmper LLP

  • Restrictions on Inherited IRA/Nonspouse Beneficiary Distributions
  • IRAs
    • Removing Maximum Age for Contributions
    • Compensation for IRA purposes
  • In Service Distribution for DB Harmonized to Age 59 1/2

SEGMENT 3:

Bryan D. BoltonChairman

Funk & Bolton, P.A.

  • Lifetime Income
    • Fiduciary Safe Harbor for Annuities
    • Portability for Lifetime Income Investments
    • Disclosure of Lifetime Income Options
  • Increasing the RMD Age to 72
  • Increased Reporting & Disclosure Failure Penalties

SEGMENT 4:

Todd B. CastletonCounsel

Kilpatrick Townsend & Stockton LLP

  • Multiple Employer Plans
    • Background
    • Pooled Employer Plans
    • Pooled Plan Providers
    • One Bad Apple Rule
  • Combined Annual Reports for Group of Plans
  • Frozen Defined Benefit Plan Nondiscrimination Testing Relief
  • Birth and Adoption Withdrawals
  • Plan Adoption Deadline
  • Small Employer subsidies
    • Start up costs
    • Auto enrollment

Date & Time:

Wednesday, May 06, 2020

12:00 pm to 2:00 pm (ET)

Materials:

Download Course Materials

Who Should Attend:

  • Employee Benefits Lawyers
  • Labor and Employment Lawyers
  • Human Resource Executives
  • Benefits Managers
  • Retirement Plan Sponsors

SPEAKERS

Sherrie BoutwellPartner
Boutwell Fay LLP
Timothy SpeissPartner
EisnerAmper LLP
Bryan D. BoltonChairman
Funk & Bolton, P.A.
Todd B. CastletonCounsel
Kilpatrick Townsend & Stockton LLP

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