[WEB] Secure Act 2.0 - Expanding Retirement Savings

Description

LINK AND INSTUCTIONS TO COME FROM HSCPA ONE DAY PRIOR TO SESSION

This course reviews and analyzes all of the SECURE Act 2.0 provisions as they impact employers, retirement plan administrators, employees and savers, and the various government agencies that regulate qualified retirement plans. The analysis is broken down into three groupings, and seven subgroupings.

• Provisions impacting employers includes changes that encourage employee participation and provisions that improve or simplify plan maintenance requirements.
• Provisions primarily impacting employees includes changes affecting contributions and changes affecting withdrawals.
• Sections requiring federal agency action and other provisions includes agency actions, provisions affecting annuities, and other provisions.

Objectives

Participants will be able to:

• Identify the SECURE Act 2.0 changes that encourage employee participation.
• Identify the SECURE Act 2.0 provisions that are intended to improve or simplify plan maintenance requirements for qualified retirement plans.
• Determine SECURE Act 2.0 provisions that affect employee contributions to qualified plans.
• Determine SECURE Act 2.0 changes that impact employee withdrawals.
• Identify the various agency actions required by SECURE Act 2.0 provisions.
• Recognize the impact of SECURE Act 2.0 on retirement annuities.
• Identify other miscellaneous provisions in the SECURE Act 2.0