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  • MTEBC VIRTUAL Breakfast meeting - Retirement Plan Updates – New cybersecurity requirements and proposed legislative changes

MTEBC VIRTUAL Breakfast meeting - Retirement Plan Updates – New cybersecurity requirements and proposed legislative changes

  • September 28, 2021
  • 7:45 AM - 9:15 PM
  • Virtual event - Zoom registration link provided to right

Registration

Registration is closed
SCHEDULE
07:45 a.m.    Zoom session available          08:00 a.m.    Introductions/Program - Panel
09:00  a.m.   Adjourn                                       09:15 a.m.    Zoom session ends

Register for Zoom session at https://us02web.zoom.us/meeting/register/tZ0pc-2grTkiE93DO739We-5WbUSeHJ9115s

Retirement Plan Updates – New cybersecurity requirements and proposed legislative changes

For the first time, the U.S. Department of Labor (DOL) has issued its thoughts on what plan sponsors should be doing to protect your workers’ retirement benefits. Without sufficient protections, your participants and the plan’s assets may be at risk from internal and external cybersecurity threats. Key topics of discussion will include:
  • Plan sponsor fiduciary duties and obligations to hire and monitor service providers
  • The role you play in managing cyber risks internally as well as those your participants face
  • Best practices for your retirement plan, how to comply with the new DOL guidance, and documenting your process.
We will also discuss proposed legislative changes dubbed SECURE Act 2.0 include the following:
  • Raise the RMD age…again!
  • Require Automatic Enrollment for Newly Created 401(k) and 403(b) plans
  • Increase Catch Up Contributions
  • Permit Student-Loan Matching
  • Expansion of ROTH Options
  • National Database for Lost Participants
About our Panelists
  • Samuel A. Henson JD, CEBS, RPA, GBA, APM who serves as Director of Legislative and Regulatory Affairs for Lockton Retirement Services. He acts as a subject matter expert on ERISA compliance, DOL/IRS activities and the legislative landscape. In addition, Sam supervises compliance services for more than 1,000 Lockton retirement clients and 100 retirement Associates.
  • Kevin Fillers, C(k)P, CRPS, CPFA, NQPA, Retirement Benefits Consultant with The Trust Company, focusing primarily on institutional clients, such as corporate retirement plans, endowments, and foundations. The Trust Company of Tennessee serves as discretionary trustee, investment manager, and record keeper on more than 200 retirement plans.

    Middle Tennessee Employee Benefits Council, Inc.
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    Brentwood, TN 37027

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