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.

HR Certifications

HRCI

The use of this seal confirms that this activity has met HR Certification Institute’s®  (HRCI®) criteria for recertification credit pre-approval.

SHRM 

Shipman & Goodwin LLP is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM.

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Photo of Richard I. Cohen Richard I. Cohen

Richard Cohen’s practice encompasses pensions and employee benefits, including tax-qualified retirement plans, 403(b) plans, nonqualified deferred compensation plans, SERPs, cafeteria plans, ERISA and COBRA compliance. Richard speaks on pension and employee benefit issues to business associations, such as the WEB Network of Benefits…

Richard Cohen’s practice encompasses pensions and employee benefits, including tax-qualified retirement plans, 403(b) plans, nonqualified deferred compensation plans, SERPs, cafeteria plans, ERISA and COBRA compliance. Richard speaks on pension and employee benefit issues to business associations, such as the WEB Network of Benefits Professionals, client groups, and the Connecticut Bar Association.

Photo of Joseph Indelicato Joseph Indelicato

Joseph Indelicato is a member of the Tax and Employee Benefits Practice Group. Joe advises taxable and tax-exempt organizations alike on the design and operation of a wide range of retirement, health and welfare, and executive compensation plans and programs, and on employee…

Joseph Indelicato is a member of the Tax and Employee Benefits Practice Group. Joe advises taxable and tax-exempt organizations alike on the design and operation of a wide range of retirement, health and welfare, and executive compensation plans and programs, and on employee benefits issues arising in corporate transactions.

Photo of Kelly Smith Hathorn Kelly Smith Hathorn

Kelly Smith Hathorn advises public and private sector employers on a variety of employee benefits issues. Kelly has experience with qualified plan design, drafting, administration/compliance, and termination. She also has experience with non-qualified deferred compensation arrangements, including drafting and reviewing executive employment agreements…

Kelly Smith Hathorn advises public and private sector employers on a variety of employee benefits issues. Kelly has experience with qualified plan design, drafting, administration/compliance, and termination. She also has experience with non-qualified deferred compensation arrangements, including drafting and reviewing executive employment agreements and incentive plans for Code Section 409A compliance.