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2023-secure-2
This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.Description: This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine a history of the legislation and focus on some of the key provisions of the Act. In particular, we will discuss provisions that give individuals more flexibility on how they will contribute to their retirement accounts and provisions that provide new ways for individuals to save. Explore certain significant structural changes to the rules such as the automatic enrollment for new plans and the elimination of lifetime RMDs for designated Roth accounts. The panel will also focus on the provisions that provide greater access to retirement funds through new distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the relief provisions included in SECURE 2.0, including an expanded EPCRS program to cover errors relating to IRAs.
Hide- Authors: Alison R Peak, Ryan Kiefer, Stefanie Porta
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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Actuarial Research Updates from the NAIC National Meeting
Actuarial Research Updates from the NAIC National Meeting This is an article providing a summary of the SOA Research Institute's participation in an NAIC meeting that took place in December ...Description: This is an article providing a summary of the SOA Research Institute's participation in an NAIC meeting that took place in December 2022. This article will also be disseminated via the SOA News Weekly, linking to the article posted on soa.org.
Hide- Authors: Laura Knapp
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Actuarial Profession; Public Policy; Public Policy; Public Policy