WP&BC Portland Event: Legal & Regulatory Update for Retirement Plans

Join Stoel Rives’ employee benefits attorney Bethany Bacci for WP&BC Portland Event: Legal & Regulatory Update for Retirement Plans, March 11, 2020, in Portland, Ore.

With the late-2019 passage of the SECURE Act getting most of the attention in the retirement plan space, other regulatory and judicial developments since last summer have been overshadowed somewhat. But these developments nonetheless raise important considerations for plans, sponsors and service providers. Bacci will provide a survey of regulatory and judicial developments to help attendees stay up-to-date.

Topics include:

• Supreme Court update
• Litigation trends on defined benefit actuarial assumptions, 401(k) and 403(b) fees, and mandatory arbitration for ERISA claims
• PBGC: interest rate and mortality regulations
• IRS: uncashed checks ruling; final hardship regulations; end of the 403(b) remedial amendment period
• DOL: proposed electronic disclosure regulations; audit activity

WP&BC Portland Event: Legal & Regulatory Update for Retirement Plans
When: March 11, 2020
Where: Stoel Rives LLP, Portland, Ore.