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DTSTART;TZID=America/New_York:20260126T130000
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DTSTAMP:20260404T113811
CREATED:20260121T145801Z
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UID:10000499-1769432400-1769436000@www.belfint.com
SUMMARY:LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps
DESCRIPTION:Summit Group Retirement Planners\, Inc. has invited Maria T. Hurd\, CPA\, RPA to present LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps. \nREGISTER HERE \nWebinar Details \nTopic: LTPT Eligibility Under SECURE Act\nTitle: LTPT Eligibility Under SECURE Act Updates: Requirements\, Timelines\, and Next Steps\nDate: Monday\, January 26\, 2026\nTime: 1:00pm ET \nThe session will cover: \n\nThe definition of which employees qualify under the LTPT definition\nWalk through the dates and counting periods you need to understand\nPractical actions to update payroll coordination\, enrollment steps\, and investment committee processes\n\nWe encourage you to attend to get ready for LTPT with practical tips you can feel good about sharing with your team. \nREGISTER HERE
URL:https://www.belfint.com/event/ltpt-eligibility-webinar/
LOCATION:Virutal
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2025/12/Summit-Group-Retirement-Planners.jpg
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DTSTART;VALUE=DATE:20260131
DTEND;VALUE=DATE:20260201
DTSTAMP:20260404T113811
CREATED:20260116T154433Z
LAST-MODIFIED:20260116T154433Z
UID:10000488-1769817600-1769903999@www.belfint.com
SUMMARY:IMPORTANT DEADLINE: Benefit Plans (12/31 year end)
DESCRIPTION:BENEFIT PLAN DEADLINE (12/31 year end): \nForm 1099-R due to participants who received distribution in 2025.  \nForm W-2 due to report employee’s active participant status for 2025.  \nFor additional information on these deadlines or our employee benefit plan audit services\, please click here to contact us.
URL:https://www.belfint.com/event/deadline-benefit-plans-yr-end-1-31-26/
CATEGORIES:Important Update
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2018/01/Events-Deadline-720x540-1.jpg
ORGANIZER;CN="Belfint Lyons & Shuman":MAILTO:jjones@belfint.com
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