The SECURE Act and Its Impact on the Future of the U.S. Retirement System

  • Thursday, February 20, 2020
  • 7:30 AM - 9:45 AM
  • Andrei's Restaurant, 2607 Main Street, Irvine
  • 4

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The SECURE Act and Its Impact on the Future of the U.S. Retirement System

The Presentation:

The retirement plan world was pleasantly surprised when long-awaited legislation was signed into law on December 20, 2019 as part of a year-end government funding bill. The SECURE Act, the largest package of pension reforms since 2006, is now law, and it includes 29 separate provisions affecting retirement plan sponsors. The SECURE Act dovetails with respect to the “retirement plan of the future” in terms of providing more broad based participant access to retirement plans, enabling participants to more effectively save for retirement, and help to prevent “leakage” from retirement plans prior to retirement.  Join us for an engaging discussion with respect to how the SECURE Act will positively impact the U.S. Retirement Plan Landscape.

Important features include:

  1. Improved access to retirement savings plan – including change to Safe Harbor plans
  2. Expanding savings opportunities, including increases in the minimum distribution age
  3. Distribution options to improve retirement security
  4. Tax credits for employers

Our Speaker:  

Richard W. Rausser, Senior VP, Client Services, Pentegra Retirement Services

Rich has over 25 years of experience in the retirement benefits industry. He is Senior Vice President of Client Services at Pentegra Retirement Services, a leading provider of retirement plan, fiduciary outsourcing and institutional investment services to organizations nationwide. Rausser oversees the consulting, marketing and communications, non-qualified plan and BOLI business development and actuarial service practice groups at Pentegra. He is a frequent speaker on retirement plan benefit topics; a Certified Pension Consultant (CPC); a Qualified Pension Administrator (QPA); a Qualified 401(k) Administrator (QKA) and a member of ASPPA. He holds an MBA in Finanace from Fairleigh Dickinson University and a BA in Economics and Business Administration from Ursinus College.

Continuing Education: 

2 CE for AIF Certification (pending)
2 CE for ASPPA certifications
2 CEC for NIPA certifications
2 CPE for CEBS
1.75 hours MCLE for California attorneys
2 hours for California CPAs

2 hours for Certified Financial Planners (pending)

2 hours for CRPS  (pending)

2 hour for ERPA and Enrolled Agents 

Doors open at 7:30 a.m. for check-in, breakfast and networking.  Our program will begin at 8:00 a.m. and this program will end at approximately 9:45 a.m.  The registration fee includes a full breakfast buffet and hosted valet parking.

The reservation deadline for this event is Friday, February 9.

WP&BC Members can bring a guest for free!  This is a wonderful opportunity to introduce your peers and colleagues to our Chapter.  Remember, your guest should be a first-time visitor and potential member.   Look for the free guest offer when you register online.

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.

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