Secure 2.0 Act (Provider)
OL1151 | On Demand Course | Update | Self-Study
Description
Whether you provide attest services to retirement plans or tax consulting, Secure and Secure 2.0 Acts are two broad law changes are something you should be aware of. In this session you will (1) learn of the tax credits offered to new plans (2) know which provisions are required and which are optional as well as relative benefits/pitfalls of each and (3) understand when the provisions take effect.
This course is part of the 2024 Employee Benefit Plans Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Auditing |
Prices
- Member (Early Bird)
- $49.00
- Non-Member (Early Bird)
- $79.00
- Member
- $49.00
- Non-Member
- $79.00
Instructors
Jeff Barnes, AIFA, CFP, CEBS
Jeff is a vice president and retirement plan consultant with the Retirement & Investment Solutions practice of CBIZ, Inc. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations.
Jeff has been featured in several regional publications including the Memphis Business Journal and the Mississippi Lawyer Journal.
Jeff is a Certified Financial Planner (CFP), an Accredited Investment Fiduciary Analyst (AIFA) and a Certified Employee Benefit Specialist (CEBS).
Back to Instructors