Getting Ready for Tax Season: What's New in Retirement Plans (Currently Unavailable)

Date: Thursday, January 30, 2020
Begin Time:  12:00pm Eastern Time
CPE Credit:  1 hour for CPAs

Unsworth, Marretta, & Unsworth CPA's

This course provides an update for “what’s new” in retirement plans including 2020 limits, employer vs. state-sponsored retirement, and new provisions for both Plan Sponsors and participants covered in the SECURE Act. Your business clients expect you to help them navigate their choices, and this course was designed to help you be ready!
This course is excluded from the following subscription programs:
Value Pass, Self-Study Package, Webinar Package, Self-Study & Webinar Package, and Firm Package.

Who Should Attend
ADP REPS - materials for this session must be requested from your licensed partner to deliver.

Learning Objectives

  • Discuss the three important reasons why retirement plans matter to business owners
  • Review the three most common employer-sponsored retirement plans — SIMPLE IRA, SEP, 401(k)
  • Learn more about the new trends in state-sponsored retirement plans
  • Discover how the SECURE Act may impact Plan Sponsors and Plan Participants


Instructional Method
Group: Live

NASBA Field of Study
Business Management & Organization (1 hour)

Program Prerequisites

Advance Preparation

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