The SECURE Act of 2019 introduced significant legislation intended to expand Americans' ability to save for retirement. Many provisions in the Act became effective in 2020 with others taking effect in 2021 and later. The events of 2020, which required their own retirement plan legislation to provide relief to plan sponsors and participants, have stolen some of the spotlight and focus from the SECURE Act. This session will focus on revisiting changes brought about by the SECURE Act and other items that plan sponsors should be aware of for 2021.
Justin Bonestroo, MSPA, EA, CPC, CPFA
Senior Vice President
CBIZ Retirement Plan Services
CBIZ Retirement Plan Services is a trade name under which certain subsidiaries of CBIZ, Inc. (NYSE Listed: CBZ) market investment advisory, investment management, third party administration, actuarial and other retirement plan services. Investment advisory and investment management services offered through CBIZ Investment Advisory Services, LLC, SEC Registered Investment Adviser. Investments, investment advisory and investment management services may also be offered through CBIZ Financial Solutions, Inc., Member FINRA, SIPC and SEC Registered Investment Adviser, dba CBIZ Retirement Plan Advisory Services. Third party administration, actuarial and other consulting services offered through CBIZ Benefits & Insurance Services, Inc.