Webinar: The SECURE Act 2.0 - Planning Opportunities for Employers
WB944 | Course | Basic | Scheduled
Description
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 kori.herrera@acpen.com.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Designed For
This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax implications. All in-house and public practice tax professionals will benefit from this timely and insightful seminar.
Prerequisites
None
Highlights
- 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
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.
Preparation
None
Notes
This webcast is provided by ACPEN. After registering for the course, you will receive an email from ACPEN with instructions for logging in to the webcast and obtaining your eMaterials.
Prices
- Member (Early Bird)
- $39.00
- Non-Member (Early Bird)
- $59.00
- Member
- $39.00
- Non-Member
- $59.00