The Secure Act was signed into law on Dec. 20, 2019, as one of the most significant pieces of retirement plan-related legislation in many years. It impacts a wide array of tax-advantaged savings vehicles including defined contribution plans, defined benefit plans, individual retirement accounts and 529 college savings plans. Our primary focus for this presentation is the impact on 401k plans and defined benefit plans. Join us to learn how proactive evaluation of your own plan design can help you make the most of the new requirements and maximize the value of your own employer-sponsored plan. We’ll also look at how some of the COVID-19 relief legislation has added some temporary wrinkles to the operation of qualified plans.
Jeff Lester, Financial Advisor
Jeff has been with the firm for over 13 years. Jeff uses interactive planning to help his clients recognize their financial potential and achieve their financial goals. Many of Jeff's clients are business owners. He works with Eide Bailly CPAs to provide clients with tax-advantaged strategies, and then he helps clients implement those strategies through sound investment management.
CPE Credits: 1
Field of Study: Finance
Level of Knowledge: Any Level
Delivery Method: Group-Internet Based
These are web-group seminars. No prerequisites or advanced preparation required. For information regarding refund, complaint and program cancellation policies, please contact Jason McKeever at 612.253.6628.
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