Legislative Update: Retirement Plans

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

  • Tax reform passed in 2017 – impact on Retirement Plans
  • Bipartisan Budget Act Retirement Plan Provisions (passed in Feb, 2018)
  • Update on the DOL Fiduciary Rules
  • IRS Voluntary Correction Program update
  • New PBGC Program for Lost Participants
  • IRS & DOL Guidance Priorities

… and other legislative or regulatory guidance.

Downloadable Materials