Regulatory and Legislative Trends Impacting the U.S. Retirement System

Overview

Regulatory and Legislative Trends Impacting the U.S. Retirement System - Presentation Slides
Regulatory and Legislative Trends Impacting the U.S. Retirement System - Transcript

Who Should Join

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Recent guidance from the Department of Labor and Internal Revenue Service as well as potential legislation have the potential to profoundly change the retirement system in the coming years. Join us on April 16 for an in-depth discussion of the regulatory and legislative trends impacting retirement plan service providers. The discussion will provide practical advice to help service providers stay ahead of the curve. Topics will include recent proposals to expand multiple employer plans, permit “auto portability,” expand the use of lifetime income options in defined contribution plans, and provide 401(k) student loan benefits.

Moderated by Judy Zaiken, Corporate Vice President, Strategic Research Initiatives LIMRA.

Presenters

Michael P. Kreps

Principal, Groom Law Group

Michael P. Kreps

Principal, Groom Law Group

Michael P. Kreps is a principal at Groom Law Group, where he counsels employers, plan sponsors, financial institutions, trade associations, and coalitions on retirement, health, tax, and employment matters. Mr. Kreps specializes in issues relating to public policy, fiduciary responsibility, and plan funding and restructuring.

Previously, Mr. Kreps served as the Senior Pensions and Employment Counsel for the U.S. Senate Committee on Health, Education, Labor, and Pensions from the 110th through the 114th Congresses. In that role, he managed all aspects of the Committee’s retirement agenda and had primary staff responsibility for pension legislation, including the pension investment provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the funding stabilization and Pension Benefit Guaranty Corporation reform provisions of the MAP-21 Act of 2012, the Pension Relief Act of 2010, and the CSEC Pension Flexibility Act. He also led the Committee’s oversight of regulatory activities involving employee benefit plans. Mr. Kreps is a frequent speaker and writer on retirement and health policy. He holds a JD, with honors, from The George Washington University Law School and a BA, with distinction, in history and art history from the University of Colorado. He is active in his local community as a member of the Alexandria Commissions on Aging and Human Rights and is member of the Sorensen Institute Political Leaders Program’s class of 2015.

Judy Zaiken, CLU, ChFC

Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken, CLU, ChFC

Corporate Vice President, Strategic Research Initiatives, LIMRA

Judy Zaiken is corporate vice president, responsible for leading strategic research initiatives for LIMRA. In this capacity, she works across the enterprise to identify research opportunities as a result of evolving regulations and advancing technology that will lead to the development of member solutions. Before assuming her current role, Zaiken lead the LIMRA Secure Retirement Institute research program. Prior to joining LIMRA in 2014, she was responsible for annuity product strategy and business development for MassMutual Financial Group.

Zaiken holds an M.B.A. from Western New England University and a B.A. in Economics from Framingham State University.

Contact us to learn more:

Debbie Boone

Senior Administrative Coordinator

LIMRA

dboone@limra.com