Sponsored by the Capital Chapter of the International Society of Certified Employee Benefit Specialists, a non-profit organization that serves as an educational resource for certified employee benefit specialists and others in the employee benefits community.
The Intersection of Politics and Retirement Policy in Tax Reform (2017)
||Thursday, June 15, 2017
Registration & Continental Breakfast - 8:00 AM – 8:30 AM
Welcome - 8:30 AM – 8:45 AM
Presentation - 8:45 AM – 10:00 AM
International Brotherhood of Teamsters
25 Louisiana Avenue NW
Washington, DC 20001
|Parking and Metro Information:
Parking Garages Nearby (Estimated parking costs $20-$22 for the day). Nearest Metro: Union Station
The Capital Chapter ISCEBS invites you to join us for this informative and engaging program with well-known speaker, Diann Howland.
Tax reform will be a major issue addressed by Congress this year. Proposals will likely include making changes to retirement savings plans that could impact millions of American workers. For example, changing tax treatment of retirement plans may be a target to raise revenue for other proposed cuts. But arguments can and will be made that Congress should “do no harm” to the personal financial security of ordinary Americans as they reform the tax code.
The tax reform debate will almost certainly be an “elastic” exercise, meaning that any tax reform proposal will change numerous times before a bill is finalized. Most of these changes will likely occur at decision points involving revenue.
Join us to learn more about how tax reform proposals could impact retirement savings, and how to understand debate points that may arise during the reform process.
This activity has been approved for 1.25 Specified Credit Hours through HR Certification Institute's® (HRCI®).
2017 Symposium - Register Today!
Click on the image below for program information.
Chapter Member, Suzanne Spicer, CEBS, will be speaking on the followig topic:
TUESDAY, SEPTEMBER 19
Life After the End of the Amendment Cycle: Is Your Qualified Plan Up to Date?
Speaker: Suzanne Spicer, CEBS, Senior Client Employee Benefits Advisor, Morgan Lewis & Bockius LLP, Washington, D.C.
With the elimination of IRS staggered qualified retirement plan amendment cycles, how can plan sponsors ensure their qualified plans remain compliant with new legislation and regulations? This presentation will provide information and suggestions on the new IRS amendment process, managing risks and compliance, and looking beyond required provisions.
• Understanding IRS guidance
• Establishing an annual review process
• Ideas for increasing operational efficiency
About the Program
Enroll in the new Certified Employee Benefits Specialist® (??CEBS) program and earn the most respected designation in the benefits industry. You'll learn from health and retirement curriculum—Streamlined core courses, laser-focused content and less breadth and more depth mean now you can learn more in less time.
The Group Benefits Associate (GBA) and the Retirement Plans Associate (RPA) form the core of the CEBS curriculum. Earn a designation in each of the specialty tracks and, at the same time, receive credit that will qualify toward earning the CEBS designation, which carries a five-course requirement.
Certificate of Employee Benefits Specialist (CEBS)
The CEBS designation is a credential that is recognized for the depth and relevance of critical knowledge achieved. It draws from the GBA and RPA curriculum to build a total benefits perspective and is achieved by successfully completing all five required courses.