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The SECURE Act: A Choose Your Adventure Webinar Event

There is so much more to the SECURE Act than PEPs.

And no one else is talking about it. Except us.

The SECURE Act may have just been signed into law at the end of 2019, but there are provisions that took effect just as we were all ringing in 2020. We've broken down the provisions to tell you what you need to know now, how to prepare for what's coming, and how the changes already in place could impact the industry in a free two-part webinar event. Submit the form to receive the slides and recordings for both sessions on demand.
THE HOST
Adam Pozek, ERPA, QPA, CPFA
Partner, CFO, Consultant
DWC - The 401(k) Experts
 
The Presentations:

1.28.20 SECURE Act Plan Sponsor Webinar_Email Header Image_Invite

1.30.20 SECURE Act Advisor Industry Webinar_Email Header Image_Invite

We provide our clients with an in-depth review of the provisions that will impact plan administration and compliance in the near term and over the coming years along with effective dates and best practices for implementation.

We discuss provisions of the SECURE Act beyond just PEPs to explore new ways to help your clients and identify new opportunities.
  • Act Breakdown Everything you need to know about the provisions of the SECURE Act
  • New Features Optional provisions that can enhance the effectiveness of your plan
  • Next Steps Steps you can take to ensure as smooth an implementation as possible

 

 

 

 
  • Act Breakdown Everything you need to know about the provisions of the SECURE Act
  • New Opportunities Added tax savings options that can not only reduce the costs of setting up a plan, but also provide more time to do so
  • Industry Impact Discussion of how the SECURE Act may affect delivery of services by everyone from advisors to recordkeepers to TPAs and CPAs

 

 

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