Webinar: Update on the SECURE 2.0 Act
WS169 | Course | Basic | Scheduled
Description
This course provides a comprehensive analysis of the SECURE 2.0 Act. The principal focus of the Act is to expand retirement coverage and increase reti
Credits
| Number of Credits | Type of Credits |
|---|---|
| 2.00 | Taxes |
Designed For
Any accounting and finance practitioner advising clients with respect to new pension and other changes brought about by the SECURE 2.0 Act
Prerequisites
None
Highlights
- Automatic enrollment requirements for 401(k) plans
- Change in the credit for small employer pension plan startup costs
- $2,000 saver’s match
- Changes in pooled employer plans
- Multiple employer 403(b) plans
- Increase in age for required beginning date for mandatory distributions
- Indexing IRA catch-up limit
- Higher catch-up limit to apply at age 60, 61, 62, and 63
- Treatment of student loan payments as elective deferrals for purposes of matching contributions
- Application of credit for small employer pension startup costs to employers who join an existing plan
- Small immediate financial incentives for contributing to a plan
- Withdrawals for certain emergency expenses
- Starter 401(k) plans for employers with no retirement plans
- Improving coverage for part-time workers
- Recovery of retirement plan overpayments
- Tax treatment of IRAs involved in a prohibited transaction
- Clarification of substantially equal periodic payment rule
Objectives
- Understand the latest nuts and bolts rules on retirement for yourself and your accounting and finance clients
- Competently discuss the current state of retirement planning with your accounting and finance clients
Preparation
None
Notes
This webinar is provided by Surgent. After registering for the course, you will receive an email from Surgent with instructions for logging in to the webinar and obtaining your eMaterials.
You may confirm that your computer meets the minimum requirements by visiting: https://www.surgentcpe.com/webinartest/.
Prices
- Member (Early Bird)
- $99.00
- Non-Member (Early Bird)
- $99.00
- Member
- $99.00
- Non-Member
- $99.00