Webinar: SECURE & CARES Acts – Impacts on Your Retirement Plan

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Date: Thursday, May 28, 2020 | 9:00 AM - 10:30 AM

Venue: Your Computer,

Description: Join us for a webinar SECURE & CARES Acts – Impacts on Your Retirement Plan on Thursday, May 28th, from 9 – 10:30 AM.

The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was approved by the Senate on Dec. 19, 2019, as part of an end-of-year appropriations act and accompanying tax measure and signed into law on Dec. 20 by President Donald Trump. The far-reaching bill includes significant provisions aimed at increasing access to tax-advantaged accounts and preventing older Americans from outlasting their assets.

Additionally, the COVID-19 pandemic brought on the Coronavirus Aid, Relief and Economic Security (CARES) Act, which was created to provide relief to individuals and businesses impacted by the crisis. During this webinar retirement plan experts will discuss how the SECURE & CARES Acts will impact you and your retirement plan.

Attendees of this complimentary, live webinar will: 

  • Learn the Rules & Effective Dates of the ACTs
  • Understand Required Minimum & Beneficiary Distribution Modifications
  • Comprehend Safe Harbor Guidance
  • Learn How to Avoid IRS Penalties
  • ​Assess Other Impacts on Retirement Plans

9 – 9:45 AM – Webinar/Presentation
9:45 – 10:30 AM* – Panel Discussion/Q&A

*Please email any questions you plan to ask during the webinar to events@mercadien.com so we can address your question either in the presentation or during the Q&A session.

Presenters: Peter Ponzio, CPFA – Senior Vice President, Penn Investment Advisors, Inc. &
Melissa B. Kurtzman – Shareholder & Co-Chair, Employee Benefits Practice Group, Littler

Roger Chandler – Senior Vice President, Tag Resources, 3(16) Fiduciary TPA &
David Mitchell – Regional Vice President, Transamerica

Sponsored by: Mercadien’s Nonprofit & Human Services Group

CPE Credits: 1.5 CPE Credits in Specialized Knowledge are offered. Program level is basic. No advance preparation or perquisites are required.

Refund/Cancellation Policy: For information about cancellation and refund policies, email events@mercadien.com.