This 30-minute webinar is intended for retirement plan sponsors and service providers to help understand the defined contribution and defined benefit plan changes in the HEROES Act legislation recently passed by the U.S. House of Representatives.

We intend to cover key retirement plan provisions of the new legislation:

  • Defined contribution plan relief
    • 2019 minimum required distribution relief (and related extension of 60-day rollover period and relief from the 1 per 12 month IRA rule for 2019 and 2020 MRDs)
    • money purchase pension plan CARES distribution relief
    • employee certification for CARES loan relief
  • Single employer defined benefit plan funding relief
  • Multiemployer plan funding relief special provisions for seriously distress plans

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Latest Resources

Publications

02/08/2023

Journal of Pension Benefits

Publications

01/31/2023

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