PLEASE NOTE THE LOCATION UPDATE BELOW

Please join us for our next Chapter Meeting - 

2022 Annual 
Legislative & Regulatory Update

with
Stephen Forbes

Mark your calendars -
Wednesday, January 26th  |  4:00 pm - 6:30 pm  |  ONLINE

Location update: This event will be in WEBINAR format. 

TOPIC DETAIL

The legislative, regulatory and legal changes to retirement plans in 2021 have had a significant impact on plan design and administration. In this session, we will discuss in depth the changes and how to implement them into your practice. Come prepared to ask questions! Among the topics we will discuss are:  

• New Plan Correction Options
• Electronic Communication of Plan Notices and Information
• ESG Investments
• Long-Term Part-Time Employee Rules
• MEPs, PEPs, and PPPs
• Form 5500 Changes
• Group of Plans (combined 5500)
• SECURE Act Changes
• Potential Legislative Changes
• And More

ABOUT THE PRESENTER

Stephen W. Forbes, J.D., LL.M. (taxation)

Stephen is an ERISA attorney and educator with 35 years of experience practicing and teaching in the retirement plan area. Recently, Mr. Forbes received ASPPA’s 2019 Educators Award. Stephen was vice president of SunGard in charge of Relius Education. He teaches seminars, conferences and webcasts on retirement plan compliance, design and correction. He also provides professional consulting. Mr. Forbes has drafted qualified plan, 403(b), 457(b), 409A and IRA documents. He was the author of “The Form 5500 Filing Guide” and the co-author of “The Pension Library.” Mr. Forbes was a Tax Law Specialist at the IRS National Office (Employee Plans Division) where he trained IRS employees, wrote IRS Notices and Revenue Rulings and participated in several Treasury regulations committees.

SCHEDULE

• 4:00 - 4:30 Registration/Reception
• 4:30 - 7:00 Meeting
• Reception following
  
  

CONTINUING EDUCATION
2 CE or 2 Hours each for:

• California CPAs
• ASPPA certifications
• NIPA certifications
• Certified Financial Planners, CFP
• JBEA
• MCLE for California attorneys
• Enrolled Retirement Plan Agents and Enrolled Agents, ERPA
  
  

Sacramento Chapter Members:  Free
Non-Member:  $40

NOT A MEMBER YET?  Find out how to join!

Special thanks to our generous Chapter Sponsors!