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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

Sponsored by:

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.

SECURE Act Update
Kevin Drucker - Paychex
In the past year, many legislative changes have been made to retirement plans that could affect how financial professionals advise their clients. In this webinar, we’ll discuss the impact of these changes and what you need to know to give your clients the most accurate, up-to-date information. Topics will include the SECURE Act, Pooled Employer Plans (PEPs), qualified profit-sharing plans, and the latest retirement legislation.

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.

INSTRUCTORS

Kevin Drucker

Kevin Drucker

District Sales Manager, Retirement Service Sales

Dan Notto

Dan Notto

ERISA Strategist

JPMorgan Chase & Co

Daniel A. Notto is an ERISA Strategist with Retirement Solutions at J.P.Morgan Asset Management. Dan leverages more than 30 years of experience to provide legislative and regulatory insights to DC plans and financial advisors across the country. He is a frequent speaker and author on legal matters related to tax-favored savings plans such as 401(k)s and IRAs.

Edward Rementer

Edward Rementer, CRPS

VP, Retirement Plan Specialist

JP Morgan Asset Management

Ed Rementer is the Retirement Plan Specialist for Everyday 401(k) by J.P. Morgan in the Northeast & Mid-Atlantic regions. Everyday 401(k) is J.P. Morgan’s 401(k) solution built for small businesses and their employees.

Ed partners with small business owners and executives in order to understand their personal and business goals, clarify 401(k) features and benefits, and help guide them to a comfortable solution. Ed has a decade of experience partnering with businesses, both large and small, to pursue cost efficiencies and process enhancements in areas such as corporate retirement plans, logistics and supply chain finance. He joined J.P. Morgan Asset Management in 2015 as an analyst, where he quickly recognized the value of securing a stronger retirement while partnering with financial advisors.

Ed received his Bachelor of Science in Energy Business and Finance from The Pennsylvania State University. He holds Series 7 & 63 Licenses and is a Chartered Retirement Plan Specialist (CRPS).

PRICING

$75.00 - Member

$125.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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