2021 Annual Legislative & Regulatory Update
PART 1

with 

Marcel Weiland, J.D.

Wednesday, February 24th, 2021
10:00 - 11:00 am
Webinar format

TOPIC DETAIL

• SECURE Act Safe Harbor Plan Guidance

• DOL Missing Participant Guidance
  

• Pre-approved Plan Restatements

• SECURE Act and CARES Act Amendments

• Bonus Track – 2020 Appropriations Bill – Qualified Disaster Relief for Retirement Plans
  

Chapter Members:  Free
Non-Members:  $40

ABOUT OUR SPEAKER

Marcel Weiland, J.D.
Employee Benefits Law Group

Marcel handles all areas of employee benefits law that impact private sector and nonprofit employers, including ERISA and Internal Revenue Code compliance. He focuses on qualified retirement plans, including ESOPs.

For 20 years, Marcel has helped clients attract and retain the best talent by facilitating meaningful benefits for their employees. By analyzing the business organization along with the benefits and fiduciary structures, he helps clients to e  nsure that their benefits align with the company’s strategic plans. Marcel’s comprehensive understanding of benefits designs, laws and regulations allows him to minimize tax and fiduciary exposure while enabling clients to meet their business goals.

Marcel excels in finding creative solutions to correct retirement plan tax qualification and fiduciary issues in the IRS and Department of Labor voluntary correction programs. He has a long track record of limiting cost and exposure for clients in IRS and Department of Labor investigations. He can also solve potential problems with 409(p) anti-abuse testing for S corporation sponsored ESOPs to protect clients from the onerous tax consequences of noncompliance.

Marcel is past president and current board member of the Sacramento chapter of the Western Pension & Benefits Council, a member of the ESOP Association and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He also serves as a member of the ASPPA Government Affairs Committee.

Special thanks to our Chapter Sponsors


CliftonLarsonAllen

Genovese Burford & Brothers

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