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ASEA Webcast: Closed Plan Rules under the SECURE Act

Available Until, August 12, 2021

 

Speaker: Kevin Donovan, Pinnacle Plan Design, LLC and Lawrence Deutsch, Larry Deutsch Enterprises

Experience Level for Attendees: Advanced

Target Audience:  Actuaries

Keywords:  Closed Plans, minimum participation, nondiscrimination

 

IRS Program Number:  CZTXU-Q-01198-20-O

 

Description: Code section 401(o) was added by the SECURE Act.  Meant as relief to frozen plans of large employers, the law creates incentives for many small employers to freeze their defined benefit plans after 5 years.  Combined with amendments to Code Section 401(a)(26), plans that meet the requirements of the new law may be frozen to new entrants, avoid Section 401(a)(26) going forward and pass combined plan testing without a gateway requirement. Too good to be true?  Probably.  But it’s in the law.

 

Learning Objectives

1.  Review SECURE Act closed plan rules

2.  Explore how to meet nondiscrimination rules

3.  Review testing rules after SECURE Act

 

           

 

Registration Deadlines: 

 

Live:  08/12/2020

On-Demand:  08/12/2021

 

CE Credit:  2 ASPPA, 2 NAPA Relevant Topics, 2 NTSA, 2 ERPA, 2 JBEA Core

 

 

 

Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials.  Recordings are available one week after the live webcast takes place.

 

Webcast Package Pricing

For more details on additional training package offerings, please contact [email protected]

 

Methods of Registration:  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.

Click here to download a registration form

 

Please use Live or On-Demand links to purchase using credit card only. Email confirmations will be sent immediately after purchase.

 

E-mail:   E-mail your scanned 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

For express/overnight deliveries (FedEx/DHL, etc., send to:  American Retirement Association, 4401 North Fairfax Drive, Suite 600, Arlington, VA  22203

Make checks payable to the American Retirement Association

 

General Information

 

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.