Please join us for our annual Retirement Legislative & Regulatory Update. We will present an update on recent IRS/DOL guidance including:
- SECURE Act
- Hardship Distribution Rules Update
- Plan Document Amendment Requirements
- IRS Operational Compliance List
- IRS & DOL Guidance Priorities
… and other legislative or regulatory guidance.
Click here to view a recording of this presentation.
February 27, 2020 at 10:00 am