10 20 21 Managing the Deluge of Employee Benefit Plan Compliance Requirements Session 3 Retiremen

Managing the Deluge of Employee Benefit Plan Compliance Requirements

Session 3: Retirement Plans
In this session, Ed Redder, Dominic DeMatties and Leah Singleton take a look at the latest updates and guidance related to retirement plans, including:

Cybersecurity developments
Revisions to EPCRS, the IRS correction program for qualified plans
Guidance on lost participants
Fiduciary guidance related to proxy voting, investment selection and monitoring, prohibited transaction relief and the definition of “investment advice”
Plan restatements and year-end amendments