Retirement Plans Legislative and Regulatory Update

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.

Webinar Date:
February 27, 2020 at 10:00 am