Available until February 13, 2021
Speaker: Martin Pippins, Executive Director, ASEA
Jim Holland, Chief Research Actuary, Cheiron, Inc.
Experience Level for Attendees: Advanced
Target Audience: Actuaries, TPA’s, plan sponsors
Keywords: Closed plans, RMD’s, Age 59 ½, In-service distributions, remedial amendment period
IRS Program Number: CZTXU-Q-01139-20-O
Description: A multitude of SECURE Act provisions impact defined benefit plans. Here are the main questions this webcast will cover:
- In-service distributions are allowed at 59 ½ from pension plans effective in 2020—how will this work given there is no Title I counterpart in the new law?
- What are the new closed plan rules, and how do these impact the 2016 IRS proposed regulations?
- What are the new RMD provisions in SECURE?
- Which provisions require amendments, and when do plans have be amended? How does the remedial amendment period under SECURE work?
Learning Objectives
- Analyze the remedial amendment period under the SECURE Act and find out how soon plans need to be amended.
- If you have worked with closed plans, what will change for these plans under SECURE?
- Do you have plans that provide in-service distributions at age 62? Will you be prepared to consider changing age 62 to age 59 ½? Hear about major changes to section 401(a)(36) under the SECURE Act.
Registration Deadlines:
On-Demand: 02/13/2021
CE Credit: 1.5 ASPPA, 1.5 NAPA Relevant Topics, 1.5 NTSA, 1 ERPA, 1.5 JBEA Core
About the Speaker:
Marty Pippins is the Executive Director of ASEA and the Director of Regulatory Policy the American Retirement Association. He is an Enrolled Actuary and recently retired from the Internal Revenue Service as a senior executive where he held multiple positions, including managing the Employee Plans Technical Guidance group, and the EPCRS program. During 2017, he was detailed to the Senate Finance Committee where he worked on retirement, health care, and tax legislation.
James E. Holland, Jr., Chief Research Actuary, has over four decades of professional, managerial and public service experience working on issues relating to retirement plans and welfare benefit plans. He was a long-time official at the IRS before joining Cheiron. At the IRS, Jim held a variety of positions, was the chief of the actuarial branch for many years and ended his career as the assistant director for the employee plans rulings and agreement area, where all aspects of the regulatory and legal guidance pertaining to pension plans is produced. In his roles, he often worked with officials from the Treasury Department, the Pension Benefit Guaranty Corporation, the Department of Labor and other government agencies to develop rules pertaining to both pension plans and welfare benefit plans. At Cheiron, Jim is providing his expertise to consultants and clients on a variety of pension and welfare benefit related issues.
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing
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Methods of Registration: 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.
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- Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.
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General Information
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
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