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Planning for Year-End: From SECURE to Notices, Are You Ready?

Join Zuna and Summer Conley of Faegre Drinker Biddle & Reath LLP for an actionable webinar on things you need to be planning for as we head into the last quarter of 2020. From SECURE Act updates, to year end notices and CARES Act changes, end this year and start the new year with a compliant retirement plan.

Topics covered will include:

  • Year-end notices (and how they may be distributed)

  • The SECURE Act’s requirement for part-time workers

  • Plan document changes in light of COVID-19 (and considerations for the plan document amendment period)

  • Loans and loan procedures due to the CARES Act and COVID-19

  • Coronavirus-related distributions and related procedures due to the CARES Act and COVID-19

  • Procedures for Required Minimum Distributions

  • Action steps to ensure the plan remains in compliance

Register Here

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WiPN: Celebrating International Day of the Girl with ZanaAfrica

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November 10

Using Your Retirement Plan Recordkeeper As Your Payroll Provider – A Bad Idea