The effective dates for the SECURE Act are right around the corner – and we’ve got experts on hand to help you sort it all out.
The SECURE Act is expected to become law this week, and the L.A. Advanced Pension & 401(k) Conference is your first opportunity to hear, first-hand, the industry’s best thinking on what’s next.
The SECURE Act is geared toward addressing the real challenges that small business owners face – including costs, administrative burdens and increased liability for mistakes – when they weigh the decision to provide retirement benefits for their workers.
To that end, the SECURE Act allows for unrelated employers to join a pooled employer plan, significantly increases the small employer pension plan startup tax credit up to $5,000 and gives business owners more flexibility to help guide their decision-making. The legislation also:
- simplifies the 401(k) safe harbor rules;
- expands portability of lifetime income options;
- allows plans adopting by the filing due date to be treated as in effect as of the close of the year;
- provides a fiduciary safe harbor for selection of a lifetime income provider;
- extends the current required minimum distribution requirements to age 72;
- modifies the nondiscrimination rules for closed defined benefit plans.
We’ve also just confirmed that Avaneesh Bhagat and Mike Spaid from the IRS Tax Exempt and Government Entities office will be there to discuss issues they are seeing in audits and investigations – providing a forum where you can ask questions about general areas of concern directly to these government representatives.
Join us for 28 workshops, three general sessions (Washington Update; Trends in IRS, DOL and PBGC Audits and Investigations; and Ask the Experts) excellent speakers, and more!
DON’ T FORGET – the special Early Bird Rate expires Friday, Dec. 20.
Seats are filling up fast – “SECURE” your place now at https://www.asppa.org/events/la-pension-and-401k
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