Update on the SECURE 2.0 Act (Z1-SEC2-2023-01-SSWC)

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100 Minutes

On Demand - Video

2 CPE Credits in TX

This course provides a comprehensive analysis of the SECURE 2.0 Act of 2022, which is part of a much larger legislative package entitled the Consolidated Appropriations Act, 2023.

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 of 2022

BENEFITS

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

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

COURSE LEVEL

Basic

ADVANCE PREPARATION

None

PRICING

$89.00 - Member

$109.00 - Nonmember

Purchase

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

Surgent

Update on the SECURE 2.0 Act (Z1-SEC2-2023-01-SSWC)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Update on the SECURE 2.0 Act (Z1-SEC2-2023-01-SSWC)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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