Legislative Update: Retirement Plans

Please join us for our annual Retirement Legislative Update. We will present an update on recent IRS/DOL guidance including:

  • Bipartisan Budget Act Retirement Plan Provisions
  • DOL Fiduciary Rules
  • Student Loan Repayment Program
  • IRS Voluntary Correction Program
  • Plan Document Amendment Requirements
  • IRS Operational Compliance List
  • IRS & DOL Guidance Priorities

… and other legislative or regulatory guidance.

Webinar Date:
March 19, 2019 at 10:00 am