SECURE 2.0 Plan Sponsor Year-End Compliance: Plan Amendments, Operational Compliance, Contributions, Distributions
Recording of a 90-minute premium CLE video webinar with Q&A
This CLE webinar will provide employee benefits counsel with a comprehensive analysis of SECURE 2.0 year-end compliance challenges for employer-sponsored retirement plans. The panel will discuss required steps and compliance stemming from SECURE 2.0, navigating participant contributions and distributions, necessary plan amendments, and new compliance requirements. The panel will also discuss other key items impacting retirement plan administration and compliance.
Outline
- Overview of the impact of SECURE Act 2.0 on employee benefits
- Plan administration and compliance challenges
- Best practices for plan design, amendment, and implementation
- Best practices for maintaining compliance
Benefits
The panel will review these and other vital matters:
- What should plan sponsors and employers know about SECURE 2.0?
- What are the year-end considerations for retirement plans in light of SECURE 2.0?
- What are specific considerations should counsel be aware of for multiemployer plans?
- What are the key steps to ensure compliance?
- What are the best practices and next steps for counsel?
Faculty
Susan B. Niver
Special Counsel
Schulte Roth & Zabel
Ms. Bernstein is special counsel in the New York office of Schulte Roth & Zabel LLP, where she has been advising... | Read More
Ms. Bernstein is special counsel in the New York office of Schulte Roth & Zabel LLP, where she has been advising employers and plan sponsors on ERISA, employee benefits and executive compensation for over 25 years. She served as the Chair of the IRS Advisory Committee on Tax Exempt/Government Entities and co-chair of the Employee Benefit and Compensation Committee for the New York State Bar Association. A recognized thought leader, Ms. Bernstein is a frequent speaker on employee benefits and executive compensation and has authored numerous articles of interest to employers. She is also a member of the IRS Pension Liaison Group and was named one of Employee Benefit Adviser’s Most Influential Women in Benefit Advising. Ms. Bernstein holds a J.D. from the Benjamin N. Cardozo School of Law, received her B.A. from the University of Pennsylvania.
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Matthew I. Whitehorn
Partner
Dilworth Paxson
Mr. Whitehorn is a Partner in the Firm’s Tax Group, Chair of the Employee Benefits Group, and Chair of the Pro... | Read More
Mr. Whitehorn is a Partner in the Firm’s Tax Group, Chair of the Employee Benefits Group, and Chair of the Pro Bono Committee, and was the 2016-2017 Chair of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT). He works with clients on a broad range of benefits matters and has spent over 25 years focusing his practice on ERISA issues. In addition to ERISA and retirement plan fiduciary requirements, Mr. Whitehorn regularly addresses benefits issues such as: Affordable Care Act compliance; governmental and tax-exempt employer pension and 457(b) plans; employee benefits in bankruptcy; compliance reviews of qualified retirement plans; and non-qualified deferred compensation plans and compliance with Code Section 409A and Code Section 457(f) requirements. He is a member of the International Foundation of Employee Benefits Plans as well as the IRS Mid-Atlantic Area Pension Liaison Group. Mr. Whitehorn serves as the co-chair of the Philadelphia Bar Association Employee Benefits Committee and is a member of its Pension Committee. He is an Adjunct Law Faculty at Temple University Law School and has taught Qualified Employee Benefit Plans and Executive Compensation through its Graduate Tax Program. He is also a Fellow of the American College of Employee Benefits Counsel.
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