The SECURE Act 2.0 - Planning Opportunities for Employers
Friday, June 28, 2024
Webcast or Webinar, Online
12:00PM - 12:56PM (opens at 11:30AM) EST
1Credits
Technical Business
Registration is Closed
Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.
Members
$39.00 Regular Price
Non-Members
$59.00 Regular Price
Course Type: Webcast
Course Code: 24/AC485032
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 anne.taylor@acpen.com.
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