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Reviewing the SECURE Act

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January 23, 2020
12:00 PM - 01:00 PM ET
11:00 AM - 12:00 PM CT
09:00 AM - 10:00 AM PT

Join Morgan Lewis and Fiduciary Investment Advisors for a timely review of the SECURE Act—the most impactful retirement plan legislation in the United States since the Pension Protection Act of 2006—signed into law on December 20, 2019.

Topics Will Include:

  • An overview of the key provisions in the Act, what plans are affected, and implications for plan sponsors
  • Pertinent effective dates of provisions and required plan amendments
  • Initial thoughts on how the industry will adapt to the new regulations

Presenters:

Amy Pocino Kelly
Partner, Morgan Lewis

Vincent Smith, AIF®
Partner & Senior Consultant, Fiduciary Investment Advisors

QUESTIONS?

Please email Samantha Puleo.

CLE credit: CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.