Sponsored On Demand: SECURE 2.0 Updates and Plan Design Walk Through

OL1528  |  On Demand Course  |  Update  |  Self-Study

Description

This presentation provides an overview of recent legislative developments for qualified retirement plans due to the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0). In addition, the presentation provides a set of case studies that analyzes different retirement plans and various client situations. 

This session was one of the courses offered as part of Member Appreciation Day. The other courses offered are:

1.  Creating a Culture of Security for Your Firm

2.  Ethical Dilemmas and War Stories: What Would You Do?

3.  Top 10 Rules Every CPA Should Know When Dealing with IRS Controversy Matters

Credits

Number of Credits Type of Credits
1.00 Specialized Knowledge

Prices

Member (Early Bird)
$0.00
Non-Member (Early Bird)
$59.00
Member
$0.00
Non-Member
$59.00
Your Price: $59.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations.

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Instructors

Cameron Dabir, QKA

Cameron Dabir is the owner and President of The Pension Source, a leading provider of retirement plan third-party administration (TPA) services. He acquired the firm from its original owner in 2023 and focuses his time on team member development, sales and marketing efforts, and new referral partnerships.

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