Milwaukee Chapter - Recent Retirement Plan Developments - March 18
Tuesday, March 18 - Tuesday, March 18, 2025
Chapter Event
Recent Retirement Plan Developments
March 18, 2025
12:00 - 1:30 pm
(Attend in-person or virtual)
2025 has already brought some significant retirement plan changes. This session will cover everything needed to stay current on retirement plan issues and administration, including IRS & DOL guidance. We’ll also discuss SECURE 2.0 implementation, and potential future issues that you won’t want to be blindsided by. This is your opportunity to ensure that your retirement plan is being operated consistently with fiduciary and compliance best practices.
Takeaways:
- Understand IRS proposed regulations relating to the Roth catch-up rule and automatic enrollment mandate.
- Identify how to take advantages of the changes in the DOL’s Voluntary Fiduciary Compliance Program.
- Be ready to recognize upcoming developments that could have a significant impact on plan administration.
Location:
The Medical College of Wisconsin
Research Park Center
Conference Room 2
8701 W. Watertown Plank Road
Milwaukee, WI
Speakers
Pricing
No Charge
Member
$20
Nonmember