Brigen Winters will serve as a speaker at SouthWest Benefits Association (SWBA)’s 35th Annual Conference on May 12 – 14, 2010 in San Antonio, TX. His presentation, “Retirement Rising: Preparing for the Best of Times or Worst of Times,” will focus on new legislation and regulations from Congress and their impact on retirement plan strategies. This session will cover:

  • President Obama’s proposals to create automatic, payroll deduction IRAs and expand the Saver’s Credit
  • Pension funding relief legislation
  • Proposed changes to nondiscrimination rules
  • Legislative and regulatory efforts to increase lifetime income payments from 401(k) plans
  • Outlook for tax reform and possible impact on retirement plans

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