Events in Washington DC continue to shape the retirement landscape.

With the mid-term elections looming, Congress will be pressed to pass bi-partisan legislation which could include retirement reform.

Bi-partisan bills currently pending in Congress include: the Securing a Strong Retirement Act of 2021 (SECURE 2.0); the Retirement Security and Savings Act of 2021 (“Portman-Cardin”);  the Disaster Retirement Savings Act of 2021; and  the Enhancing Emergency Retirement Savings Act of 2021.

Be prepared by learning about these important legislative initiatives and which are likely to move forward in 2022.

Speaker:  

Craig Hoffman, Attorney/Senior Consultant 

Nova 401(k) Associates

Craig P. Hoffman is an Attorney/Senior Consultant with Nova 401(k) Associates in Houston, Texas. For over thirty-five years, Craig’s practice has focused exclusively on federal tax and ERISA matters relating to the design, implementation, and operation of tax-qualified retirement plans. He previously served as Counsel to the Trucker Huss law firm in San Francisco, California. Before joining Trucker Huss, Craig served 10 years as General Counsel for the American Retirement Association, (“ARA”), a national organization of over 20,000 members who provide actuarial, consulting, administrative, legal, investment and other professional services for qualified retirement plans and tax-sheltered annuities. Craig had previously served ARA as President, a member of the Board of Directors, Co-Chair of the Government Affairs Committee and Co-Chair of the Political Action Committee. Prior to joining ARA, Craig served for over 19 years as General Counsel to the Relius division of SunGard, which is now part of Fidelity National Information Services, Inc. (“FIS”).

SCHEDULE:

9:00 am - Registration/log in

9:00 - 9:50 - Legislative Update

 9:50 - Questions & Answers 

   REGISTRATION:

Online registration closes at 2:00 pm March 1. Prior to the event, an email will be sent to paid registrants with the link to the webinar. Questions contact WP&BC Seattle Chapter via email: info@wpbcseattle.org, or by phone 206.653.7259.

A Certificate of Attendance is available upon request.  

No refunds after March 1 deadline. 

  FEES: 

$25 per members; $35 per non-members and guests. WP&BC strives to present timely and topical programs.  Please do not share the webinar link with others which you will receive prior to the event. 

  DATE:

Wednesday, March 2, 2022 

  LOCATION:

Webinar - email will be sent with link to the webinar.