Available until February 7, 2025
Speakers:
Kevin Donovan, FSEA, Senior Advisor, Pinnacle Plan Design LLC
Kelsey N.H. Mayo, Director of Regulatory Affairs, American Retirement Association, Partner, Poyner Spruill LLP
Description:
SECURE 2.0 added Code Section 401(o). This section created a path for small employers to freeze their defined benefit plans. Plans that meet the requirements of the new law may be frozen for new entrants, avoid Section 401(a)(26) going forward and pass combined plan testing without a gateway requirement.
Learning Objectives:
- Identify which plans are eligible for closed plan relief
- Identify which eligible plans should close and the impact of closing
- Understand the rules applicable to plans once closed and the ramifications of violating these rules
Registration Links:
On-Demand Webcast is Available Until: February 7, 2025
Registration Information:
- Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. For same-day live registration, contact [email protected]
- Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
- Live webcast registration does not provide access to the on-demand version.
- Registration for On-Demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. Recordings are available one week after the live webcast takes place.
- To receive continuing education credit for the On-Demand webcasts, viewers must pass a brief quiz following the recorded session.
Continuing Education Credit (On-Demand): 2 ASPPA, 2 NAPA, 2 NTSA, 2 ERPA
Speaker Bio:
Kevin Donovan is the founder of Pinnacle Plan Design, LLC, a third-party administrator for employer-sponsored qualified retirement plans. Kevin specializes in designing defined benefit retirement plans to maximize the benefits for business owners and principals. He is a leading national speaker and published author in the pension field, specifically in the area of cash balance plan design and administration. In recognition of his contributions as an educator to the retirement plan and actuarial profession, Kevin has received the 2019 Edward E. Burrows Distinguished Achievement Award from the American Society of Pension Actuaries (ASEA; formerly ACOPA), as well as the 2015 Educator’s Award from the American Society of Pension Professionals and Actuaries (ASPPA). Kevin earned his Bachelor’s of Science in Accounting from Syracuse University and soon after became a CPA. He is an active member of ASPPA, where he has served on the Board of Directors as well as the Government Affairs Committee (GAC). Kevin, along with his fellow actuaries at Pinnacle Plan Design, have authored the 2016-Present editions of the Defined Benefit Answer Book, published by Wolters Kluwer. He is also a founding member of ASEA. In 2017, Kevin was nominated and named a Fellow of the Society of Enrolled Actuaries, the highest achievement within ASEA.
Kelsey Mayo, J.D., is the lead employee benefits partner with Poyner Spruill LLP, a law firm based in North Carolina and serving clients nationwide. She works with TPAs, business owners, and HR executives to understand and manage employee benefits and executive compensation arrangements. Kelsey routinely represents clients before government agencies and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She serves on ASPPA’s Government Affairs Committee as the Chair of the IRS Subcommittee and regularly presents for ASPPA.
General Webcast Information
How to Access Webcast: All live and on-demand webcasts will be accessible directly through your Learning Activities.
Paying Online Using a Credit Card: Please use the Live or On-Demand registration buttons above to purchase using a credit card only. Email confirmations will be sent immediately after purchase.
Paying a Different Way: Download the webcast registration form and either:
- E-mail: Send your registration form(s) and credit card information to [email protected]
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
- Express/overnight deliveries: American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA 22203
Note: Make checks payable to the American Retirement Association. To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic registration confirmation to the e-mail address listed on your registration form.
Group Discounts: For details on Webcast packages or any additional training package offerings, please contact Tiffany Hanks, Director of Education Sales [email protected]. You can also find more information on webcast pricing package page.
Cancellation Policy: All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Disclaimer: Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Questions? Please reach out to our Customer Care team [email protected]