Skip to main content

You are here

ASEA Webcast: DB Regulatory Update

Tuesday, June 23, 2021

Speaker: Kelsey Mayo, J.D., Poyner Spruill LLP, Tom Finnegan, FSEA

Experience Level for Attendees: Advanced

 

Target Audience:  Actuaries, TPA’s, attorneys

 

Keywords:  Actuaries, TPA’s, plan sponsors, advisors

 

IRS Program Number:  CZTXU-Q-01183-20-O

 

 

Description: Review recent IRS/Treasury guidance impacting defined benefit plans, including some of the defined benefit provisions in the SECURE Act and the CARES Act.

 

 

Learning Objectives

  1. Review the playing field for new and outstanding IRS/Treasury published guidance affected defined benefit plans. 
  2. Analyze rule changes under the SECURE Act for age 59 ½ in-person distributions.
  3. Review the status of potential CARES Act guidance needed for the delay in the funding deadline and AFTAP calculations for 2020 plan year.

 

 

                  

 

Registration Deadlines: 

 

Live:  06/23/2020

On-Demand:  06/23/2021

 

CE Credit:  1 ASPPA, 1 NAPA Relevant Topics, 1 NTSA, 1 ERPA, 1 JBEA Core

 

About the Speaker:

 

Kelsey N.H. Mayo Partner – Poyner Spruill LLP. Kelsey Mayo is a partner with Poyner Spruill LLP, a law firm based in North Carolina. Her practice is focused in the areas of Employee Benefits and Executive Compensation. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of retirement, benefit, and executive compensation arrangements. Kelsey has a particular love for qualified and non-qualified pensions—so much so that she’s now passed 5 of the exams necessary for her ASA designation. As icing on the retirement-plan-geek cake, Kelsey spends her free time serving on both ASPPA and ACOPA's Government Affairs Committees and co-editing the Journal of Pension Benefits.

 

Tom Finnegan, FSEA is president of the actuarial division at CBIZ Retirement Plan Services. He provides actuarial, design and consulting services to a broad spectrum of plan sponsors, including public and private corporations, tax-exempt organizations, union-management groups and churches. Through CBIZ RPS, Tom oversees compliance for the actuarial group nationally. He has over 30 years of experience in the employee benefits field. Tom is a former President of ARA, ASPPA and ASEA and is the current chair of the ASEA Government Affairs Committee

 

 

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.

 

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

Registration and General Questions

American Retirement Association Customer Support

703-516-9300

[email protected]