8:30 a.m. Registration / Breakfast
9:00 – 9:50 a.m. Session 1
Family Feud – EPCRS version (JBEA – non-core)
The IRS released Revenue Procedure 2021-30 updated the Employee Plans Compliance Resolution System. Join us for an informative session that will test contestants on their knowledge of important changes in the program.
9:50 a.m. – 10:40 a.m. Session 2
Session Two
Ethics – How did I get myself into this situation? (JBEA – core)
This session will explore ethical dilemmas with audience participation on how you would handle the situation. Participants’ will gain insight in an ethical approach to decision making and a better understanding of our Code of Conduct and Circular 230.
Break
11:00 – 11:50 a.m. Session 3
Regulatory Update (JBEA – core)
What is new since the Secure Act? This session will provide an overview of the new legislation and recent IRS/Treasury guidance.
11:50 a.m. – 12:40 p.m. Session 4
Hot Topics/ Q & A (JBEA – non-core)
We just finished the first year of retroactive adoption of plans. We will discuss challenges this provision of the SECURE Act brought about as well as other hot topics. Bring your questions to this session as the discussion will go where the audience takes it.
Lunch
This program has been approved for 2 JBEA Core and 2 Non-Core, 4 ASPPA, 4 ERPA, 4 NAPA and 4 NTSA credits.
About our speakers:
Kelsey Mayo’s practice is focused in the areas of Employee Benefits and Executive Compensation. She works with business owners and HR executives to understand and manage employee benefits and executive compensation arrangements. She routinely represents clients before the Internal Revenue Service, Department of Labor, and Pension Benefit Guarantee Corporation and has extensive experience in virtually all aspects of employee benefit plans and executive compensation arrangements. She is recognized by Chambers USA as a leading lawyer for Business (Employee Benefits & Executive Compensation).
Kelsey enjoys helping professionals decipher the most complex areas of this field and speaks regularly with industry organizations, including the American Society of Pension Professionals and Actuaries and CPA organizations. Kelsey was a long-time volunteer on both ASPPA and ACOPA’s Government Affairs Committees and now serves as the American Retirement Association’s Director of Regulatory Policy.
Kelsey also brings her background in accounting as well as her study for the actuarial exams to bear for the benefit of her clients. She is uniquely positioned to understand how benefits integrate with a company’s financial concerns and to assist owners and executives in managing these benefit programs.
Lynn Young is an Enrolled Actuary and has over 36 years of experience in the consulting and administration of qualified defined benefit, cash balance, and defined contribution plans. As an Enrolled Actuary, Lynn specializes in actuarial consulting and third-party administration of defined benefit retirement plans. Lynn is a past President of the American Society of Enrolled Actuaries (ASEA, formerly ACOPA). Lynn, along with her fellow Pinnacle Plan actuaries author the Defined Benefit Answer Book. Lynn is a Member of Pinnacle Plan Design, LLC.
