PPT-Retirement Plans & the New SECURE Act

Kershaw K Khumbatta PLLC 1455 Highway 6 South Suite A Sugar Land Texas 77478 Tel 2813138006 SECURE Act Setting Every Community Up for Retirement Enhancement Act of 2019 The Act became law on December 20 2019. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. from a DB plan to a DC plan?. Cathie Eitelberg. Senior Vice President and Public Sector Market Director. Washington, DC. National Conference on Public Employee Retirement Systems. Rocky Joyner ASA, MAAA, FCA, EA. Benefits and Services. Name and define each of the main pay for time not worked benefits.. Describe each of the main insurance benefits.. Discuss the main retirement benefits.. Outline the main employees’ services benefits.. and “High Cash-Flow” Clients. Vincent F. . Spina. , ASA, EA, MAAA. President, . Harbridge. . Consulting . Group. a . BPAS . Company. A Cautionary Tale. 2. When you’re Derrick . Coleman, . you don’t save for retirement because you’re the #1 pick in the NBA draft in . 2016 NASUCA Annual Meeting. La Quinta, CA. David G. Pitts, FSA, MAAA. Independent Actuarial Services. November, 2016. www.indactuary.com. Retirement Plans. Two main types. Defined Benefit (DB): employer promises to provide a specific . Louisville, KY. July 24 & 25, 2017. Speaker: . Terry Brown. Topic: . Saving our Future Generations. . Agenda. Introduction. Discussion of today’s financial challenges – in particular, retirement planning. Young Professional. Dr. Alex . “Uncle Al” White. CALS, Dairy Science. moneyguy@vt.edu. Retirement . planning overview. Tax benefits of qualified retirement accounts. Basic retirement planning calculations. Administrators’ Forum. October 11, 2016. Agenda. Claims made about other university retirement plans. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment . Faculty Senate. October 5, 2016. Agenda. Rice’s current retirement plans. Plan structure and options. Role of Retirement . Plan Investment . Committee. Claims made about other university retirement plans. ($). road to financial security at retirement…. John T. Fletcher, . EdD. Associate Provost for Enrollment Services. East Carolina University. DISCLAMIER:. I am not a financial planner/advisor.. 2. Lowell “The ERISA Dude” Walters. GrayRobinson. 813-273-5276. lowell.walters@gray-robinson.com. Roger J. Rovell, J.D., LL.M.. Fiduciary Partners Retirement Group . (800) 371-0232. roger.rovell@fiduciaryprg.com. Chapter 15 Retirement Planning Professor Payne, Finance 4100 Learning Objectives Understand the changing nature of retirement planning. Set up a retirement plan. Understand how different retirement plans work. Tammy Flanagan. Senior Benefits Director. National Institute of Transition Planning Inc.. Your Presenter:. Tammy@nitpinc.com. Five Big Changes. Barriers to making . Changes:. No internet access. Wait time on telephone can take hours. There’s a lot to cover! . Luke Bailey Charles Russman. +1 972.978.2831 +1 248.988.5868. LBaileyl@clarkhill.com. . Crussman@clarkhill.com. . Autoenrollment Expansion. New 401(k) and 403(b) plans established on or after December 29, 2022 (the date of enactment of SECURE 2.0, i.e., date when President signed into law) must include a provision for auto-enrollment beginning with plan years beginning after December 31, 2024.