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Employee Benefit Plans of Tax-Exempt and Governmental Employers 2024 Part 10 (10/10) Governmental Plans and Church Plan Update and Legislative Update on SECURE 2.0 Technical Corrections and Other Changes

Content Provider
American Law Institute CLE
Product
CLE
Run Time
84 Minutes
Recording Date
11/01/2024
Presenter(s)
Ed Emerson, Pamela Kinard, Danny Miller, Vivian Wesson, Tony Roda, Jeannine Markoe Raymond, Jeff Witt
Learning Method
On-Demand Training
Practice Area
Corporate and Business Law, Labor and Employment
Persona
CLE OnDemand

Price $259.00

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Description

Session 10: Governmental Plans and Church Plan Update Session 11: Legislative Update on SECURE 2.0 Technical Corrections and Other Changes If you provide legal counsel and guidance on plan administration for any employer sponsoring an employee benefit plan -- particularly 501(c)(3) and governmental employers -- you don’t want to miss this annual virtual program. Designed for those handling plans for medium and large employers, this premier event promises invaluable insights from 14 invited representatives from the IRS and Department of Labor, plus expert practitioners, ERISA litigators, and in-house counsel. Join us online for a comprehensive exploration of plan provisions, human resources considerations, employment agreements, and plan operations. With a small investment of your time, you’ll stay current on the most recent regulations, court opinions, and best practices in this area. Register now and be fully prepared to navigate both critical developments and future challenges with confidence, and bring value to your clients with your elevated expertise! Acccomplished benefits professionals will explore: - SECURE Act 2.0 operational changes and amendments - SECURE Act 2.0 hot topics, including the new proposed Required Minimum Distribution guidance, mandatory Roth catch-ups, and long-term part-time employees - Executive exit strategies, including non-compete clauses and nondisclosure agreements - EPCRS update - Health and welfare update, including short-term limited duration insurance, HIPAA privacy, MHPAEA, and No Surprises Act implementation - Final guidance on RMDs and strategies to address forfeiture rules changes - Potential impact of the Loper Bright/Relentless decision on creation of rules and regulations as well as in pending litigation, including challenges to DOL guidance on 401(k) plan investing and the definition of a retirement investment fiduciary - DOL exemption projects - Governmental and church plan update - Legislative update

Literature

State Status Total Credits Type Of Credit Approved Thru
AlabamaApproved1.00General12/31/2025
AlaskaApproved1.25GeneralOn-going
ArizonaApproved1.25GeneralOn-going
ArkansasApproved1.25GeneralOn-going
CaliforniaApproved1.25Participatory11/01/2029
ColoradoApproved2.00General12/31/2027
ConnecticutApproved1.25GeneralOn-going
DelawareApproved1.40General10/31/2026
FloridaApproved1.50General09/30/2026
GeorgiaApproved1.00General12/31/2025
HawaiiApproved1.25General11/01/2026
IdahoApproved1.50General11/01/2029
IllinoisApproved1.25General02/06/2027
IndianaApproved1.00General03/09/2026
IowaApproved1.25General10/31/2025
KansasApproved1.50General02/06/2026
KentuckyApproved1.25General06/30/2025
LouisianaApproved1.40General02/06/2026
MaineApproved1.50General03/27/2027
MinnesotaApproved1.25General03/11/2027
MissouriApproved1.70GeneralOn-going
MontanaApproved1.50General11/01/2027
NebraskaApproved1.40General10/31/2026
NevadaApproved1.00General12/31/2028
New HampshireApproved1.40General10/31/2027
New JerseyApproved1.50GeneralOn-going
New MexicoApproved1.40General10/31/2029
New YorkApproved1.50SkillsOn-going
North CarolinaApproved1.25General02/28/2026
North DakotaApproved1.50General11/01/2027
OhioApproved1.25General12/31/2025
OklahomaApproved1.50General03/09/2026
OregonApproved1.25General11/01/2027
PennsylvaniaApproved1.00General02/06/2027
Puerto RicoApproved1.40General03/16/2026
Rhode IslandApproved1.50General06/30/2025
South CarolinaPending State Response0.00
TennesseeApproved1.40General02/06/2026
TexasApproved1.25General02/28/2026
UtahPending State Response0.00
VermontApproved1.25GeneralOn-going
VirginiaApproved1.50General10/31/2025
WashingtonApproved1.00General10/31/2029
West VirginiaApproved1.68GeneralOn-going
WisconsinApproved1.50GeneralOn-going
WyomingApproved1.50General02/06/2026

Speakers