HomeWebcastA Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored
Online CLE SECURE Act CLE

A Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored

Live Webcast Date: Tuesday, January 21, 2020 from 3:00 pm to 5:00 pm (ET)
ERISA CLE & CPELive Webcast
Registration & Pricing Options
Add to Calendar 01/21/2020 3:00 pm 01/21/2020 5:00 pm America/New_York The Knowledge Group Webinar: A Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored If you haven’t registered for this event please click here:https://www.theknowledgegroup.org/checkout/?add-to-cart=156663\r\n Earlier this year, the House of Representative passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act that is designed to cover the cost of a new addition to the family and ease their retirement savings crisis. If passed by the Senate and signed by the President, would result to a significant shift in retirement savings and planning. \n \nHowever, as benefits of the bill are continuously being listed, risks and challenges remains. To avoid unwanted pitfalls, retirees, companies and businesses should keep themselves in the know of the recent trends and developments surrounding this ever-evolving landscape. \n \nIn this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide and present to the audience an in-depth analysis of the fundamentals as well as recent updates in the SECURE Act.  Speakers will also present the important issues surrounding this significant topic. \n \nKey topics include: \n \n \n SECURE Act – What You Should Know \n Recent Developments and Decisions \n Key Changes and Issues \n SECURE Act Provisions \n Potentials and Benefits \n Risk and Pitfalls \n  Outlook \n \n https://www.theknowledgegroup.org/webcasts/comprehensive-guide-on-the-secure-act/

Online CLE SECURE Act

Join us for this Knowledge Group Online CLE SECURE Act Webinar. Earlier this year, the House of Representative passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act that is designed to cover the cost of a new addition to the family and ease their retirement savings crisis. If passed by the Senate and signed by the President, would result to a significant shift in retirement savings and planning.

However, as benefits of the bill are continuously being listed, risks and challenges remains. To avoid unwanted pitfalls, retirees, companies and businesses should keep themselves in the know of the recent trends and developments surrounding this ever-evolving landscape.

In this LIVE Webcast, a seasoned panel of thought leaders and professionals brought together by The Knowledge Group will provide and present to the audience an in-depth analysis of the fundamentals as well as recent updates in the SECURE Act.  Speakers will also present the important issues surrounding this significant topic.

Key topics include:

  • SECURE Act – What You Should Know
  • Recent Developments and Decisions
  • Key Changes and Issues
  • SECURE Act Provisions
  • Potentials and Benefits
  • Risk and Pitfalls
  •  Outlook

Agenda

Terry Dunne, General Counsel
Millennium Trust Company

Who Should Attend

  • Retirement Benefits Lawyers
  • Employee Benefits Lawyers
  • Labor and Employment Lawyers
  • Human Resource Executives
  • Compensation Managers
  • Retirement Plan Sponsors

Online CLE SECURE Act

Terry Dunne, General Counsel
Millennium Trust Company

Online CLE SECURE Act

Online CLE SECURE Act

Terry DunneGeneral CounselMillennium Trust Company

As General Counsel, John oversees the legal and compliance functions at Millennium Trust. He brings more than 20 years of legal experience to the firm.

Before joining Millennium Trust in 2017, John served as General Counsel and Executive Vice President – Finance at Sync Financial, a tech-enabled financial services company. John has also served as Assistant General Counsel of Solo Cup Company and as a partner in the capital markets practice at Jones Day, an international law firm. He began his career as a Certified Public Accountant® with Ernst & Young.

John earned a bachelor’s degree in business administration and a juris doctor from the University of Notre Dame.


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Online CLE SECURE Act

Course Level:
   Intermediate

Advance Preparation:
   Print and review course materials

Method Of Presentation:
   Live Webcast

Prerequisite:
   General knowledge of employee benefits laws

Course Code:
   148692

NY Category of CLE Credit:
   Areas of Professional Practice

Total Credits:
    2.0 CLE

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About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

About the Knowledge Group

The Knowledge Group

The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.

Millennium Trust is a leading provider of retirement and institutional custody solutions. We empower clients with access to a wide range of solutions, exceptional service and expertise they can count on. Whether clients manage corporate retirement assets, run a business or want choice beyond traditional options, we provide flexible, digital solutions to support our clients' success. As an independent service provider, our goal is to serve as a trusted ally - always putting our clients’ interests first.

Website: https://www.mtrustcompany.com/

As General Counsel, John oversees the legal and compliance functions at Millennium Trust. He brings more than 20 years of legal experience to the firm.

Before joining Millennium Trust in 2017, John served as General Counsel and Executive Vice President – Finance at Sync Financial, a tech-enabled financial services company. John has also served as Assistant General Counsel of Solo Cup Company and as a partner in the capital markets practice at Jones Day, an international law firm. He began his career as a Certified Public Accountant® with Ernst & Young.

John earned a bachelor’s degree in business administration and a juris doctor from the University of Notre Dame.

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