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WEBINAR SERIES: COVID-19 isn’t the only thing challenging employers in 2020.

COVID-19 Webinars

image of face mask with title textCritical information employers need to know about current and upcoming changes impacting employee benefit plans.

A Two-Part Webinar Series presented by the Employee Benefit Plan Practice Group of Boyer & Ritter LLC

PART 1 of this free webinar series was held November 18, 2020 at 2pm EDT.

Download the slides from the November 18 webinar.

View the recording of the webinar:

PART 1 Learning Objectives:

  • Navigating New DOL E-Disclosure Rules:  The DOL announced a final rule on May 21, 2020 that will allow employers to post retirement plan disclosures online or deliver them to workers and their beneficiaries by email, as a default.  Learn what you need to know to furnish retirement plan disclosures electronically, reduce administrative expenses, and make disclosures more readily accessible to employees than ever before.
  • Understanding the CARES Act: We’ll explain the CARES RMD rules, the expansion of the possibilities for who can be a Qualified Individual, safe harbors regarding loan suspensions, and the tax treatment of coronavirus-related distributions.
  • The SECURE Act Changes That Need Your Attention Now: From the new EACA tax credit to qualified birth and adoption distributions, changes to RMD rules and amendment deadlines, we’ve weeded through the details and summarized what you need to know now.

PART 2 of this free webinar series was held December 2, 2020 at 2pm EDT.

Download the slides from the December 2 webinar.

View the recording of the webinar:

PART 2 Learning Objectives:

  • The SECURE Act and What it Means to Your Retirement Plan beginning 2021: We’ll focus on provisions of the SECURE Act that affect your retirement plan in 2021 and beyond, including new participation rules for long-term part-time employees, new lifetime income disclosures for participants, new plan startup tax credits, revised fines, penalties, and IRA contributions after age 70 1/2.
  • On the Horizon: Get the latest information on hot topics including the Bipartisan budget act final regulations impacting hardship distributions, proposed regulations impacting fiduciary rules, changes coming to your ERISA retirement plan audit and more.

Who should attend:
HR Personnel, CEOs, CFOs, controllers, trustees, and essentially anyone who sponsors, administers, assists or oversees an employer-provided retirement plan.

Presented by: Crystal Skotedis and Kimbarley Williams

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