The SECURE Act 2.0 - Planning Opportunities for Employers
Saturday, February 15, 2025
Webcast or Webinar, Online
3:00 PM - 3:56 PM (opens at 2:30 PM) EST
1Credits
Technical Business
Registration is Open
Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price
CPE PowerPass Users
Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Don't have a CPE PowerPass? Click
here to find out more about the CPE PowerPass program.
Course Type: Webcast
Course Code: 24/AC184272
Level: Basic
Vendor: ACPEN
Field of Study: Taxes
Overview:
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to [email protected].
Objectives:
- Understand the newest tax developments contained in in the Secure Act 2.0.
- Become knowledgeable about the new provisions modifying the administration of employer retirement plans.
- Learn about the expanded contribution and catch-up limits for individuals.
- Understand the newest developments on required minimum distribution dates.
Major Topics:
- Implications for Employers
- Starter § 401(k) plans for small employers
- Requiring automatic 401(k) enrollment
- Improving worker access to emergency savings
- Increasing part-time workers’ access to retirement accounts
- Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
- Multiple employer §403(b) plans
- Automatic portability provisions
- Other changes in the administration of company retirement plans
Major Topics:
- Implications for Employers
- Starter § 401(k) plans for small employers
- Requiring automatic 401(k) enrollment
- Improving worker access to emergency savings
- Increasing part-time workers’ access to retirement accounts
- Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
- Multiple employer §403(b) plans
- Automatic portability provisions
- Other changes in the administration of company retirement plans