【Webinar】Golden Eagle Capital Advisors/JCCI/NC Present
Update on 401(k) New Rules and NY State Mandate
【Date/Time】
Thursday, April 16, 2026
2:00 PM ET
ZOOM
Free Admission
※Please note this seminar will be conducted in Japanese
JCCI and the Nippon Club, in collaboration with Golden Eagle Capital Advisors Representative Kumi Ichikawa, will present a webinar on the latest updates on 401(k). Topics will include the following:
– The new Roth catchup rules per SECURE 2.0 in effect
– The new rules about forfeiture and the deadline for compliance
– The deadline for changing plan documents as per SECURE 2.0
– NY State mandate for establishing 401(k)/SIMPLE/SEP, the deadline and
consequences for non-compliance
This webinar is beneficial to:
– Plan sponsor (company) with an existing retirement plan
– Company considering setting up a retirement plan
– Company without a corporate-sponsored retirement plan
– 401(k)/SIMPLE participants/employees to know what they are entitled to
Kumi Ichikawa
Investment Advisor Representative, Golden Eagle Capital Advisors, Inc.
Graduated Tsuda College in 1986. After working for Nomura Securities Investment Trust (now Nomura Asset Management), graduated Columbia Business School with MBA with a focus on finance in 1997. After working for Citigroup, Standard & Poor’s, and FTSE Americas as a global equity index analyst for institutional investors, asset managers and mutual fund/ETF companies, has become an independent advisor specialized in 401(k) and other corporate-sponsored retirement plans.
【CONTACT】JCCI：info@jcciny.org
