KSDT
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