Please join us for our February Luncheon!

The SECURE Act: How It Is Changing Retirement

This presentation will focus on the SECURE Act signed into law in December and the impact it has on small business and multiple employer plans.

About Our Presenter:

Presented by Brooke Nelson, Attorney at Law

Durham Jones & Pinegar, P.C.

Ms. Nelson works with employers and other plan sponsors to provide the best benefits in the most tax-advantaged way. Ms. Nelson has helped to resolve issues related to both qualified and non-qualified benefit plans, including 401(k), pension, VEBAs, and ESOPs. She has experience drafting plan documents, representing plans in IRS audits, and advising clients on DOL compliance. This experience with tax-exempt entities and fiduciary compliance makes working with non-profit organizations a natural fit for her practice. Ms. Nelson has worked with multiple non-profit clients to obtain 501(c)(3) and 501(c)(4) status and draft organizing documents.

Ms. Nelson also assists employers with general employment law compliance and has gained particular expertise in helping clients navigate the emerging area of predictive scheduling.

PLEASE NOTE OUR MEETING LOCATION:

February Meeting: The SECURE Act: How It Is Changing Retirement

Date: Friday, February 21, 2020.

Durham Jones & Pinegar, P.C.
111 S. Main Street, Suite 2400
Salt Lake City, UT 84111

(Note: Please bring photo ID and check in at the security desk. We will work to pre-clear registered attendees with security before the event to keep this a short inconvenience. Please find a map for parking options and access here: guest map.pdf.)

Members are free. Non-members are welcome, and the $25.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on February 19, 2020, to ensure we have space available for you.

If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

Western Pension & Benefits Council, Salt Lake Chapter
P.O. Box 11641, Salt Lake City, UT 84147