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NELA SHRM March Chapter Meeting - Is your retirement plan in compliance and working for you?

  • March 18, 2021
  • 11:30 AM - 1:00 PM
  • Zoom Virtual

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Is your retirement plan in compliance and working for you?

Join us for a legislative update on all that is going on in the retirement industry.  Tom Tielbur,  Area Vice President with  Gallagher, will cover legislative updates including proposed legislation on the heels of recently passed SECURE Act, IRS Plan document restatement cycle 3, and Department of Labor updates.  

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Legislative Updates

o          Proposed Secure Act 2.0

o          Cares Act 2020

§         Trailing Issues

§         Plan Trends

IRS Update

o          Plan Document Restatement Cycle 3

o          403(b) Terminations

Department of Labor Update

o          E-Delivery

o          ESG (Environmental, Social, Governance) Investing

o          Fiduciary Rule

o          Proxy Vote Rule

Industry News

o          Election and Administration Changes and Potential Impacts

o          PEPs (Pooled Employer Plans)

o          Cyber Security