Skip to main content
Live Events

ADP Retirement - SECURE 2.0 Act of 2022 Overview (Currently Unavailable)

1 CPE Credits Friday, December 1, 2023 · 12:00pm PT / 3:00pm ET
☆ ☆ ☆ ☆ ☆ (No Ratings Yet)

Duclas & Duclas, LLC

SECURE 2.0 Act of 2022 is important legislation that is sure to reshape the structure of most 401(k)s and make it easier for Americans to save for retirement.”¯This course will highlight key provisions that are part of the SECURE 2.0 Act, discuss how that impacts employers and employees, and take a deeper dive into which provisions are mandatory and which are optional.
This course is excluded from the following subscription programs: Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Topics Covered

  • The retirement dilemma
  • The SECURE Act — Overview
  • The SECURE Act - Safe Harbor (SH) Plans
  • The SECURE Act — Long-Term, Part-Time Workers
  • The SECURE Act - Lifetime Income Disclosures
  • The SECURE Act - Required Minimum Distributions (RMDs)

Learning Objectives

  • Describe the important provisions signed into law with the SECURE 2.0 Act of 2022
  • Recognize and analyze the potential tax impacts related to withdrawals by participants and beneficiaries under the Secure 2.0 Act and new IRS Regulations
  • Identify the changes affecting small business retirement plans including long-term/part-time employees
  • Understand the legislative impacts on tax incentives and its effects on plan participants

Level
Update

Instructional Method
Group: Live

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None

NASBA Registered Sponsor
CPAs, EAs, CTECs Approved Credentials
QAS Quality Assured
Since 1996 Trusted Provider
CCH CPELink Chat - Support
By using our chat feature, you agree that your conversation may be recorded by Wolters Kluwer and agree to our Privacy Policy.