Understand the SECURE Act, the Repeal of the “Cadillac Tax” and Other Health and Welfare Developments

Presentation updated January 9, 2020

PDF PowerPoint updated as of January 9, 2020.

After stalling in the Senate for much of 2019, the long expected passage of the SECURE Act became a reality through a quiet attachment to the approved year-end spending bill. This session covered the Act's impact on important aspects of your benefit plans, along with the repeal of the so-called "Cadillac Tax" and other benefit changes included in the spending bill. Attendees were able to gain the information needed to comply with this newly passed legislation and ways to adapt their benefits to take full advantage of the law. We presented the formal legal changes as well as our perspectives on what compliance means on a practical level. Time for Q&A was planned near the end of the session. 

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For additional information on this topic, please contact Michael Wieber, Carolyn McAllister.