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Secure Act 2.0: What you need to know

Available Until

On Demand Only

1.00 Credits

Member Price $29.00

Non-Member Price $42.00

Overview

This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.


  • Speaker - Steven C. Dilley, PhD, CPA, JD
  • Highlights

    • Expanding Automatic Enrollment in Retirement Plans
    • Increased Age for RMDs
    • Higher Catch-up Contribution Limit
    • Emergency Expense Penalty-Free Withdrawals
    • "Starter" 401(k)s for Certain Employers
    • Part-time Worker Improved Coverage
    • Excise Tax Reduction for Certain Retirement Plan Accumulations
    • Employee Plan Conflict Resolution Expansion
    • Retroactive First Year Elective Deferrals For Sole Proprietors
    • Change in Plan Requirements for Unrollees
    • Surviving Spouse Election
    • Reduced Tax on Excess Contributions
    • Timely Plan Amendment Changes
    • Elective Deferral Changes
    • Employer Match as Roth Contribution

    Prerequisites

    None

    Designed For

    CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.

    Objectives

    • Identify and recall key compliance issues and significant changes in retirement provisions.

    Preparation

    None

    Non-Member Price $42.00

    Member Price $29.00