ERISA Updates - May 2024
On Tuesday, May 21, 2024, the Retirement Plan Advisory Group (RPAG) hosted an engaging and thought-provoking webinar for plan sponsors and advisors.
Watch the webinar below for insight on tactical actions regarding SECURE Acts 1 and 2.
The U.S. retirement savings system has seen dramatic changes over the last few years because of SECURE Acts 1 and 2. Now, the IRS and DOL are providing waves of implementation guidance to absorb. This course addresses new and proposed regulatory and legislative directives as they pertain to workplace retirement plans and IRAs and provides practical and tactical actions for plan sponsors and their advisors to consider.
Learning Objectives
Quantify the enforcement efforts of the DOL
Understand the IRS and DOL’s top enforcement priorities for retirement plans and IRAs
List the latest retirement‐related initiatives proposed and finalized in Washington
Identify current hot topics in the industry and learn practical and tactical takeaways
Presented by RPAG member Jennifer Kiffmeyer, JD
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About the Presenters
Jennifer Kiffmeyer, JD.
Jenny Kiffmeyer began her retirement services career with Universal Pensions, Inc. (UPI) in 1993 as an IRA and retirement plans technical consultant. At UPI she held the roles of consulting manager, managing editor and, following the BISYS acquisition of UPI, manager of ERISA content. In 2004, Ms. Kiffmeyer left BISYS to join the PLANSPONSOR Institute and, eventually, Retirement Learning Center in the role of director of educational content. She has a strong track record for producing award-winning educational content and regularly contributes articles to various industry periodicals and newsletters. She has played a key role in developing several professional certification programs in the retirement services industry for the American Bankers Association, PLANSPONSOR, the Retirement Income Industry Association, the Retirement Advisor University and the National Association of Plan Advisors. She also serves on the Consumer Advisory Board for the Pension Benefits Guaranty Corporation. Ms. Kiffmeyer is the co-author and editor of Retirement Learning Center’s book, Retirement Resource Guide: Essential ERISA Education & Best Practices for Financial Advisors, winner of multiple APEX Awards for publication excellence. In 2016, Ms. Kiffmeyer received her Juris Doctor (J.D.) from Taft Law School, specializing in ERISA law. She earned a B.A. in communications and anthropology from Luther College, has completed graduate work at Bemidji State University in Minnesota and maintains the Certified IRA Services Professional and Certified Retirement Services Professional designations from the Institute of Certified Bankers.
About Retirement Plan Advisory Group
KerberRose is a member of Retirement Plan Advisory Group (RPAG). The consulting services we will provide to your company as a result of our membership with RPAG includes, but is not limited to, investment due diligence, RFP and Fee Benchmarking, Plan Design and Fiduciary Review and Communication services.
Retirement Plan Advisory Group is a professional alliance of accomplished advisors that demands and delivers a higher-level of strategies, systems and services for qualified and nonqualified plan sponsor clients. As one of the largest independent consulting networks in the U.S., our services – including investment analysis, plan design, fee benchmarkings and employee communications – help to enhance investment opportunities for participants, while protecting fiduciaries from liability and loss. Learn more at www.rpag.com.