Marguerita Cheng, CFP®, RICP® with Blue Ocean Global Wealth to Speak at TKG's SECURE Act Webinar
Marguerita Cheng, CFP®, RICP®, Chief Executive Officer, Blue Ocean Global Wealth 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 Marguerita Cheng, CFP®, RICP®, Chief Executive Officer, Blue Ocean Global Wealth 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 Marguerita Cheng
Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. Marguerita is a past spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. She is a member of CNBC Digital Financial Advisor Council. She is a CFP® professional, a Chartered Retirement Planning Counselor, and a Retirement Income Certified Professional®. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and member of the Diversity Advisory Group (DAG) for CFP Board.
About Blue Ocean Global Wealth
Blue Ocean Global Wealth is an investment advisory firm that strives to be a trusted partner and educational resource. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives.
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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