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Friday, January 21, 2022 Live Webcast

SECURE Act & Impacts to Retirement Plans (E2201134)

8:30 AM - 11:30 AM EST
webcast

ON24

3.0 CPE Credits in TX

OVERVIEW

In this meeting, hear how the SECURE Act will make impacts to retirement plans, including PEPs and back-dated profit-sharing plans.

BENEFITS

Earn 3 CPE credits in Tax.

HIGHLIGHTS

SECURE Act Update
Paychex

  • SECURE Act provisions
    • Pooled Employer Plans (PEPs)
    • Back-dated profit-sharing plans
  • How 401(k) plans are the best retirement plan options for most employers

Guide to Retirement
Edward Rementer Jr. - J.P. Morgan Chase

This yearly guide illustrates retirement-related market trends and statistics through clear and concise charts and graphs to help financial advisors and their clients make more informed and confident retirement investment decisions.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

Season Pass holders must register for each event.

For course materials, please visit your My Events page. Handouts are added as received, remember to check back for updates.

INSTRUCTOR

Edward Rementer

Edward Rementer, CRPS

VP, Retirement Plan Specialist

JP Morgan Asset Management

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Register Today


Note: Online pre-registration will close on January 21 at 8:30 AM.

ADDITIONAL OPTIONS

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Print a registration form

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