Live Chat: Manage "New 401K Regulations effective NOW. Make sure your business is compliant!”

March 20, 2024

Event Type: Education
Region: North America
Event Time: -
Venue: Online
Member Price: $0 | Nonmember Price: $49
Credit Hour(s): 1
Description: Prepare your organization for retroactive part-time employee 401(k) eligibility that became effective on January 1, 2024. Hear from human resources and benefits experts on March 20, 2024, from 1-2 p.m. EDT as they discuss the impact of SECURE Act 1.0 and 2.0 – passed in 2019 and 2022 on 401(k) and 403(b) plans.

Learn about compliance obligations leading up to the effective date, including recordkeeping and plan amendments
Attendees are eligible to earn one continuing education unit (1 CEU) towards IAAPA recertification. For more information about IAAPA Certifications, please contact Alissa DeMeglio

Speakers

Denise Beckson, Senior Executive/Officer, Morey’s Piers

Denise Beckson

Senior Executive Officer/Vice President, Human Resources and Government Affairs
Morey’s Piers & Resorts

For over three and a half decades, Denise Beckson has served Morey's Piers & Resorts, a family-owned business located in the Wildwoods on the Jersey Shore. She has worked in numerous capacities throughout her career there and currently serves as a VP/Officer, specifically overseeing the business’s Human Resources and Government Affairs Divisions. She earned her bachelor’s degree from Indiana University and a Masters from American University.

Denise is active and passionately involved in the industry at-large. Within New Jersey, she is a member of several Board of Directors, including NJ Business Industry Association, NJ Travel Industry Association, and NJ Amusement Association (NJAA). She is First Vice Chair on the Board of Directors of the New Jersey Restaurant and Hospitality Association (NJRHA). Through an appointment by the Cape May County Board of County Commissioners, she also serves on the Workforce Development Board of Cumberland, Salem, and Cape May Counties.

Denise currently serves on the IAAPA Board of Directors and is Chair of the North American Regional Advisory Board. Denise is an IAAPA Certified Attractions Executive (ICAE) and was previously honored with IAAPA’s Meritorious Service Award in recognition of her service to and for the association. 

Andrew May

Andrew May

Senior Plan Consultant
Innovative Investment Fiduciaries, LLC

Andrew May is a seasoned Senior Plan Consultant, bringing expertise and dedication to his role at Innovative Investment Fiduciaries, LLC, where he has been instrumental since 2019. Prior to joining Innovative, Andrew honed his skills during a year-long tenure at VALIC Financial Advisors. He holds a Bachelor's degree in Applied Economic Management (CFP® Track) from Virginia Tech, showcasing his commitment to excellence in financial planning.

With a strong foundation in financial planning, Andrew has earned both the Certified Financial Planner® (CFP®) designation and the Accredited Investment Fiduciary® (AIF®) designation, further solidifying his qualifications and dedication to his profession.

Active in professional organizations, Andrew is a valued member of the Financial Planners Association New Jersey Chapter, where he engages with fellow professionals to stay abreast of industry trends and best practices. Additionally, he is affiliated with the American Association of Pension Professionals and Actuaries, contributing his expertise to the wider financial planning community. Based in Moorestown, New Jersey, Andrew May continues to make significant contributions to the financial well-being of his clients and the broader financial planning community.

Agenda

 
Please Note: Agenda is subject to change.

Agenda