Knowledge and Insights
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.
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