Virtual Meeting Hub
*Pre-recordings available until November 30th.
For certification: this seminar is based on “self certification” and does not need to be filled out by a governing body. Please click below to either enter in your information to receive ERPA credit along with your CE credits, or to download your certificate for this seminar that you can fill out yourself. Brian Furgala is the Registrar for this course and keep attendance records in the event your credits need to be verified.
Nov 18: 8 - 10AM HST
Covering CARES & COVID-19
The pandemic has led to economic fallout and subsequent retirement plan relief by Congress and various governmental agencies. It has been tough to keep up with the volume of changes. How do all of these measures change the landscape of how retirement plans are created, administered and potentially frozen or terminated.
Nov 19: 8 - 10AM HST
Summarizing SECURE
Even before the COVID outbreak, the SECURE Act set in motion significant changes to the design and administration of retirement plans. Passed in December, 2019, some provisions are already in place, but have been [sidetracked] by the pandemic. Other changes, such as pooled employer plans (PEPs) are coming online in 2021. Find out what we know and what we still need guidance on.
Nov 20: 8 - 10AM HST
Current Developments
The IRS, DOL, PBGC and courts continue to issue guidance on all things retirement. From electronic disclosure to remote notarization to reportable events disclosure. Learn more about this guidance which ensures the stability and impact of the private retirement plan system.
*Please Note: 8AM Hawaii Standard Time / 10AM Pacific Time / 12PM Central Time / 1PM Eastern Standard Time
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