Peter Ponzio, CPFA, Senior Vice President of Penn Investment Advisors, Inc. & Melissa B. Kurtzman, Shareholder & Co-Chair, Employee Benefits Practice Group of Littler presented a webinar SECURE & CARES Acts – Impacts on Your Retirement Plan on Thursday, May 28th. During the webinar, they went over:

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

To watch the webinar replay, click here. 

To view the slide deck, click here. 

If you have additional questions and want information on how Mercadien can help you & your organization, please email us at solutions@mercadien.com.