Program
The Intersection of the Cycle 4 Restatement with the SECURE/CARES/SECURE 2.0 Amendment Deadline and SECURE 2.0 Design Scenarios
Learning Objectives:
- Identify which SECURE, CARES, and SECURE 2.0 provisions are in the Cycle 4 restatement, and which are not.
- Recognize the gaps and overlaps between Cycle 4 restatement and the SECURE, CARES, and SECURE 2.0 amendments.
- Evaluate the potential available options to address those gaps and overlaps.
- Understand the features and considerations of adding certain optional SECURE 2.0 provisions
Speaker
Adrienne Robertson
Robertson Retirement Law LLC
Adrienne Robertson is an ERISA counsel and owner of Robertson Retirement Law, LLC, based in the Denver area. With more than 35 years of industry experience, she is the author of the 401(k) Answer Book, a contributing author to the monthly 401(k) Advisor newsletter, and a frequent industry presenter. Her expertise is in ERISA and the tax laws applicable to qualified and non-qualified retirement plans, focusing on fiduciary concerns; operational compliance; plan design strategy; merger, acquisition, and controlled group issues; and recordkeeping and operational practices. She is a credentialed ASPPA member, has been involved with ASPPA Education & Examination and Government Affairs committees, and is active in the Denver chapter of the Western Pension & Benefits Council.
Continuing Education
2 CE for AIF (pending)
2 CPEs for ASPPA certifications
2 CE for ERPA (pending)
2 CECs for NIPA certifications
2 hours for California CPAs
1.5 hours of California MCLE
2 hours for Certified Financial Planners (pending)
2 CE for CRPS
2 CE for CEBS
Pricing
- Individual Member: $60
- Non-Members $85
- Gold Members: Prepaid Must Register Online
- Corporate & Sponsor Members: Prepaid Must Register Online
Doors open at 7:30 am for check-in, breakfast and networking. Our program will begin at 8:00 am and this program will end at approximately 9:45 am. The registration fee includes a full breakfast buffet and hosted valet parking.
- WP&BC Members can bring a guest for free! This is a wonderful opportunity to introduce your peers and colleagues to our Chapter. Remember, your guest MUST be a first-time visitor and potential member. Email info@wpbcorangecounty.org for details.
- The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.
Enjoying our programs and interested in membership? Please send an email to info@wpbcorangecounty.org for additional information.