John Perugini with Millennium Trust Company to Speak at TKG’s A Comprehensive Guide on the SECURE Act Webinar
John Perugini, General Counsel, Millennium Trust Company will speak at “A Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored LIVE Webcast” scheduled on Friday, February 21, 2020 from 12:00 PM to 2:00 PM ET.
- (1888PressRelease) February 20, 2020 - The Knowledge Group, the leading producer of regulatory focused webcasts, has announced today that John Perugini, General Counsel, Millennium Trust Company will speak at its webcast entitled, “A Comprehensive Guide on the SECURE Act: Potentials and Pitfalls Explored.” This event is scheduled for Friday, February 21, 2020 from 12:00 PM to 2:00 PM ET.
For further details, please visit: https://www.theknowledgegroup.org/?p=156662
About John Perugini
As Millennium Trust General Counsel, John oversees the legal and compliance functions at Millennium Trust. He brings more than 20 years of legal experience to the firm.
Before joining Millennium Trust in 2017, John served as General Counsel and Executive Vice President – Finance at Sync Financial, a tech-enabled financial services company. John has also served as Assistant General Counsel of Solo Cup Company and as a partner in the capital markets practice at Jones Day, an international law firm. He began his career as a Certified Public Accountant® with Ernst & Young.
John earned a bachelor’s degree in business administration and a juris doctor from the University of Notre Dame.
About Millennium Trust Company
Millennium Trust is a leading provider of retirement and institutional custody solutions. We empower clients with access to a wide range of solutions, exceptional service and expertise they can count on. Whether clients manage corporate retirement assets, run a business or want choice beyond traditional options, we provide flexible, digital solutions to support our clients' success. As an independent service provider, our goal is to serve as a trusted ally - always putting our clients’ interests first.
Abstract
The Setting Every Community Up for Retirement Enhancement Act of 2019 (the “SECURE Act”), signed into law on December 20th, has a wide-ranging impact on tax-qualified retirement plans and individual retirement accounts, through amendments to the Internal Revenue Code of 1986 (the “Code”) and the Employee Retirement Income Security Act of 1974 (“ERISA”), and administrative directives to the IRS and the U.S. Department of Labor.
The initiatives in the SECURE Act are intended to encourage increased access to tax advantaged retirement accounts and make employer-sponsored retirement plans less cumbersome and expensive for employers. The Act’s provisions also include provisions that reflect sweeping changes in modern day demographics.
For employer retirement plans, the SECURE Act will necessitate changes to plan documents, administration and employee communications regarding required minimum distributions and the 401(k) eligibility of certain part-time employees. It also provides greater flexibility for employers in utilizing 401(k) “safe harbors” and satisfying compliance for “frozen” pension plans. The following discusses these and other key SECURE Act provisions.
About The Knowledge Group
The Knowledge Group was established with the mission to produce unbiased, objective, and educational live webinars that examine industry trends and regulatory changes from a variety of different perspectives. The goal is to deliver a unique multilevel analysis of an important issue affecting business in a highly focused format. To contact or register to an event, please visit: http://theknowledgegroup.org/.
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