Reviewing the 2019 Updates to Retirement Plans
In this presentation, we will review the 2019 updates to retirement plans, what the impact is to plan sponsors, and what you need to do today, if anything. We’ll also provide an update on the 403(b) pre-approved documents and discuss anticipated changes to retirement plans in 2020. Please join us to learn how these changes affect your retirement plan, what to watch for in 2020, and the resources that will help you stay on top of this evolving 403(b) retirement plan environment.
Meet the Speaker
Gary Mauger has over 30 years of experience with all aspects of retirement plans. He is a founding partner of New Pinnacle Consulting Group, a firm that provides consulting and compliance services to clients in 40 states. Prior to this, he served as Senior Vice President for Pension Operations for TIAA-CREF and held a number of senior-level positions in his 20-year career there. He has a B.S. in Marketing and an MBA from Utah State University and is a Certified Employee Benefit Specialist (CEBS).
- Learning Objective: Attendees will receive an update on 2019 changes and what action needs to be taken today, information on expected changes in 2020, and the resources available that will help to stay current.
- Field of Study: Finance
- Instructional Method: Group Internet Based
- Program level: Basic
- Prerequisites: None
- Advanced Preparations: None
- Recommended CPE Credits 1.0 in Finance.
All webinars are $50 per session but are FREE to anyone from a MISBO member school. Webinars are one hour in length and begin at 2pm ET.
MISBO is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For more information regarding administrative policies such as complaint, refund, and cancellation, call the office at 404-921-3812 or please use the following link: MISBO Webinar Administrative Policies.