The Milwaukee chapter invites you to attend “The IRS Outlook for Retirement Plans”, to be presented at the Research Park Center at The Medical College of Wisconsin, and via webinar.
The IRS is changing how it provides guidance to retirement plan sponsors. In addition to Notices and Revenue Rulings, the service is also providing information in more informal ways, such as internal memorandums that it discloses to the public and “issue snapshots” on their website summarizing their position on a number of retirement plan issues. The session will cover the pros and cons of this approach, the substance of the guidance that has been issued in this way, and what retirement plan administrators must do to comply, including changes the IRS has made to the structure of preapproved plan documents.
Steven Grieb, JD, CEBS
Director of Regulatory Services
Steven has practiced in a variety of employee benefit areas including retirement plans, health plans, cafeteria plans, single and multiemployer plans and executive compensation. He joined Empower Retirement in late 2015. He was also a shareholder at the Reinhart, Boerner, Van Deuren law firm in Milwaukee.
Steven received his J.D. with highest distinction from the University of Iowa College of Law in 1996. He received his B.A. in English and Criminal Justice Administration from Mount Mercy University, graduating Summa Cum Laude. And, he received his Certified Employee Benefit Specialist designation in 2003. He is a member of the International Foundation of Employee Benefit Plans Corporate Board, is a former president of the ISCEBS Governing Council, and is a past president of the Milwaukee Chapter. Steven is the lead author of the 401(k) Answer Book.