Updated 401(k) Retirement Plan Regulations in Relation to the New SECURE Act Webinar

Updated 401(k)/Retirement Plan Regulations in Relation to the New SECURE Act
Michael Ruger, CFP, QKA, CDFA, Greenbush Financial Group, LLC
Rob Mangold, CFP, CPA, Greenbush Financial Group, LLC

The SECURE Act is the biggest piece of retirement plan legislation that has been passed in the last decade. This session will provide professionals with key takeaways on things they should be considering with the new law and how it could relate to their company's retirement plan, and also learn how to best support employees transitioning into retirement.

In addition to the SECURE Act, the CARES Act will have an impact on retirement plans in the near term and we will discuss the important items plan sponsors should be aware of to help guide employees during these times.

About Our Speakers:

 

 

 

 

 


Michael Ruger, CFP®, QKA, CDFA
Michael is the managing partner at Greenbush Financial Group. He grew up in Corning, NY, graduated from SUNY Oneonta, and after college found his way out to the Capital Region. His specialties within the firm are financial planning, investment management, and Medicare.

Rob Mangold, CFP®, CPA
Rob is the Head of Financial Planning and the 401(k) Division at Greenbush Financial Group. He grew up in East Greenbush, NY, graduated from SUNY Geneseo, and started his career at a local accounting firm before transitioning to Greenbush Financial Group. His specialties within the firm are financial planning, employer-sponsored retirement plans, and Medicare.

When:
Tuesday, Mary 12 | 1 PM

Where:
From Your Desk! This presentation will be a webinar format.

Price:
CRHRA wants to ensure that we are providing relevant, thoughtful & attainable content during a time that we are not able to interact at our monthly in-person events. So, we are launching our next two webinars at a BOGO rate! Register now & you will receive access to this webinar, and a second webinar, detailed here.

$10 - Students/Retirees
$20 - CRHRA Members
$30 - Non-members

Contact:
CRHRA Headquarters | info@crhra.org

Register Here!

When
May 12th, 2020 1:00 PM   through   2:00 PM
Location
NY
United States
Webinar Event
Webinar Key