Surgent's Update on the SECURE 2.0 Act (Z1-SEC2-2024-01-SSWC)

Events Search

100 Minutes

On Demand - Video

2 CPE Credits in TX

This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025.

DESIGNED FOR

Accounting and finance professionals advising clients with respect to new pension and other changes brought about by the SECURE 2.0 Act

BENEFITS

Understand the latest nuts and bolts rules on retirement for finance practitioners and accounting and finance clients
Competently discuss the current state of retirement planning with accounting and finance clients

HIGHLIGHTS

Mandatory automatic enrollment for new plans
Part-time worker eligibility expansion
Higher catch-up limit to apply at age 60, 61, 62, and 63
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
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
Recovery of retirement plan overpayments
Tax treatment of IRAs involved in a prohibited transaction
Clarification of substantially equal periodic payment rule

COURSE LEVEL

Basic

PREREQUISITES

None

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

AREAS OF INTEREST

ALSO QUALIFIES FOR

IRS (EA)

Surgent's Update on the SECURE 2.0 Act (Z1-SEC2-2024-01-SSWC)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

Data Alerts

Surgent's Update on the SECURE 2.0 Act (Z1-SEC2-2024-01-SSWC)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

Related events

Related content

IRS Expands Business Tax Account Access to Partnerships, Government Entities and Tax-Exempt Organizations

25+ OBBBA Income Tax Strategies Still Hiding in Every 2025 Return on Your Desk

Sen. Cory Booker Unveils Bill to Make $75,000 in Income Tax-Free

CPA Firm M&A Tax Issues