Wed, Feb 26


By Phone

CALL TO ACTION: Groom’s IRS Comment Letter Group

Groom has been asked by clients to draft a comment letter to the IRS/Treasury requesting SECURE guidance. Join us for a free webinar to discuss the issues that you would like to see guidance for. After the call, your organization can join our comment letter group for a modest, one-time fee.

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CALL TO ACTION: Groom’s IRS Comment Letter Group

Time & Location

Feb 26, 2020, 2:00 PM – 3:00 PM EST

By Phone

About the Event

In the wake of the Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), the largest package of retirement system reforms in over a decade, employers and administrators of qualified plans and IRAs face a number of complex Internal Revenue Code provisions that are effective immediately, but with no guidance on their scope or details on the proper administration.

Given the immediate need for IRS/Treasury guidance, we have been asked by a number of clients to draft a comment letter.  As part of this process, we invite you to join a free webinar on Wednesday, February 26, 2020 at 2:00 p.m. ET to discuss the key open issues you would like to have addressed soon.  Importantly, you will have the ability to contribute to our efforts with your own must-haves. 

Some of the issues we are considering include:

· Relief for improper MRD distributions for IRAs and Qualified Plans

· Scope of the post-death minimum required distribution rules

· Withdrawals for child birth and adoptions

· Changes to the 401(k) safe harbor rules

· Timing of plan and IRA amendments

After the call, interested clients will be able to join the comment letter group. There will be a modest one-time charge for participation. 

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