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
