Tuesday, August 20, 2024 |   2:00-3:40 p.m. ET
 

Speaker: David Schultz JD, APM Attorney FIS

 

Description: The SECURE 2.0 Act added many new optional benefits and features to the retirement plan landscape. New options allow plans to offer emergency savings accounts, increased contributions, more in-service distribution options, and more. This session will review the plan design, and
the associated operational pros and cons, with the new SECURE 2.0 options. This session will include discussion of student loan matching contributions, PLESA savings accounts, new in-service distribution options, Roth employer contributions, increased catch-up contribution limits, and more.

 

Learning Objectives:

• Evaluate the benefits and concerns associated with new retirement plan features
• Explain the operational requirements for PLESAs
• Prepare plan administrators for implementation of many SECURE 2.0 features

 

Registration Links:

                        

Registration Deadline for Live Webcast: August 19, 2024

On-Demand Webcast is Available Until: August 20, 2025

Registration Information: 

• Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
• Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
• Live webcast registration does not provide access to the on-demand version.
• Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
• To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session. 
• CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained

Continuing Education Credit (Live):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 JBEA Formal, 2 ERPA, 2 PSCA Relevant Topics

Continuing Education Credit (On-Demand):  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA,  2 JBEA Non-Core, 2 ERPA, 2 PSCA Relevant Topics

Speaker Bios: David Schultz, J.D. is an attorney, educator, and product manager with FIS in Atlanta, Georgia. His more than 25 years of experience in the industry includes service as an ERISA attorney, the manager of a TPA and recordkeeping firm, an investment advisor focused on qualified plans, and a fiduciary consultant. David is a member of the Government Relations Committee of the SPARK Institute and former Chair of the Government Affairs Committee and Administrative Relations Subcommittee of the American Society for Pension Professionals and Actuaries’ (ASPPA) Government Affairs Committee. David earned a BS with a major in Finance from the University of Florida, his Juris Doctor from Georgia State University, and is a member of the State Bar of Georgia.

General Webcast Information

How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.

Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.

Paying a Different Way: Download the webcast registration form and either: 

• E-mail: Send your registration form(s) and credit card information to [email protected]
• Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
• Mail: American Retirement Association, PO Box 34725, Alexandria, VA  22334-0725
• Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203

Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form. 

Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.

Cancellation Policy:  All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.

Questions? Please reach out to our Customer Care team [email protected]