SECURE ACT Webinar: Opportunities and Challenges | Lord Abbett
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SECURE Act: Opportunities and Challenges

As the most far-reaching, comprehensive piece of retirement legislation in more than a decade, the Setting Every Community Up For Retirement Enhancement (SECURE) Act passed by Congress in December 2019 is generating a lot a buzz. Many of the Act’s provisions took effect on January 1, 2020. In this interactive webcast, Brian Dobbis, Director of Retirement Solutions, and Steve Dopp, National Director of Defined Contribution Plans, will explore and explain the major provisions impacting IRAs, retirement account beneficiaries, and the design of 401(k) plans. Additional topics will be discussed as well.

Find out how the SECURE Act will impact your business as Brian Dobbis and Steve Dopp discuss the following key topics:

  • Secure Act effective dates
  • Critical IRA issues that must addressed now
  • New 401(k) plan design opportunities
  • Proposed changes to RMD life expectancy tables
  • End of the “stretch” IRA
  • Increased retirement plan tax credits
  • New Safe Harbor 401(k)options
  • Multiple Employer Plans (MEP)
  • New Lifetime Income Options

This is exclusively for institutional clients and financial advisors only (registered representatives of broker dealers or associated persons of Registered Investment Advisers) and for plan sponsors with not less than a 100 minimum plan participants. Not to be used with the public in any form.


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