2020 has certainly been an eventful year: new legislation, a global pandemic, an election year, market volatility, and new cybersecurity attacks. On Thursday, November 12, 2020, the ML&R Wealth Management Retirement Plan Services team hosted a webinar on Regulatory Updates & Fiduciary Best Practices. ML&R Wealth Management partner and investment advisor, Vanessa McElwrath, and associate, Julie Reinhardt covered the following topic during this fiduciary training:
- Review of recent regulatory changes including those from the SECURE Act and the CARES Act
- Introduction to the upcoming document restatement cycle for qualified plans
- Fiduciary review of best practices including ways to avoid an IRS or DOL audit
- Cybersecurity tips and online safety reminders
A recording of the webinar is included below. You can access the presentation by clicking here.