24WA-5168: The SECURE Act 2.0 - Planning Opportunities for Employers (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, August 22, 2024
6:00pm - 7:00pm Central Time
1 CPE (1 technical)  |  1 IRS CE

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.

Major subjects

• Implications for employers
• Starter Section 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 Section 403(b) plans
• Automatic portability provisions
• Other changes in the administration of company retirement plans

Learning objective(s)

• 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.

Who should take this program?

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 impl

Fees

Standard Member Fee	$39.00
Standard Nonmember Fee	$39.00