Greater Pittsburgh Chapter Webinar

April 10, 2024 9:00 AM - 10:00 AM

Chapter Event Events Webcast

Webinar: Current Topics in Retirement Plan Compliance
April 10, 2024

IMPORTANT: This online session is eligible for CEBS Compliance Credit ONLY!

Please join the Greater Pittsburgh Chapter of ISCEBS for a webinar "Current Topics in Retirement Plan Compliance" on Wednesday, April 10th at 9:00 am ET. Our speaker is Peter Scott, JD, Senior Consultant with Marsh McLennan Retirement Services.

This session will cover the more important mandatory and optional changes to 401(k), 403(b) and 457 plans brought about by the SECURE 2.0 Act. Mr. Scott will touch on recent IRS guidance and DOL regulations affecting plan sponsors, discuss how to establish a process for communicating and implementing changes, and cover what to expect from your plan recordkeeper and adviser. He will also review lessons taken from litigation against larger 401(k) plan sponsors and review best practices to ensure your plan’s investments are prudent and fees are reasonable.  

Speakers

User Photo Unavailable | IFEBP

Peter Scott, JD

Senior Consultant

Marsh McLennan Retirement Services

Pricing

No Charge

Member

No Charge

Non-member