2019 ended with a bang for stakeholders of retirement plans with the passage of the SECURE Act, a major piece of federal legislation that will alter the retirement plan landscape for years to come. Signed into law as part of a $1.4 trillion bipartisan spending bill on December 20, the SECURE Act (the full name is the “Setting Every Community Up for Retirement Enhancement Act of 2019”) contains a wide-ranging assortment of provisions designed to expand access to retirement savings for small businesses and part-time employees, promote the availability of annuities in defined contribution plans, and simplify or repeal many complexities and quirks in various existing administrative and plan design rules. It funds these tax expenditures in large part by eliminating the popular use of the “Stretch IRA” as a means of tax-efficient intergenerational wealth transfer.

Join our panelists as they discuss the SECURE Act’s broad and diverse amendments to the Internal Revenue Code and ERISA, and the opportunities and compliance challenges it presents for plan sponsors and IRA owners in 2020 and beyond.

WHEN: January 23, 2020, 12:00 PM – 1:00 PM EST
WHERE: Webinar

Click here for more information and to register.


Continuing Legal Education (CLE)

This CLE program has been approved in accordance with the requirements of the New York CLE Board for a maximum of 1.5 credit hours, of which 1.5 can be applied toward the Professional Practice requirement. This program is appropriate for both newly admitted and experienced attorneys.

Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approves or accredits CLE providers or activities. It is the opinion of Shipman & Goodwin that this activity qualifies for one and a half hours toward your annual CLE requirement in Connecticut, including zero hour(s) of ethics/professionalism, but is subject to change based on actual instruction/attendance time.

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