The SECURE Act 2.0 - Planning Opportunities for Employers
Wednesday, May 21, 2025
2-3 p.m. Central
1 CPE (1 technical) | 1 IRS CE
Course code: 25WA-1390
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
The Secure Act 2.0 was passed in a flurry of year-end legislation. This one hour program will cover the important changes that employers need to know about company retirement plans. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
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Implications for employers
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Starter Section 401(k) plans for small employers
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Requiring automatic 401(k) enrollment
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Improving worker access to emergency savings
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Increasing part-time workers' access to retirement accounts
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Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
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Multiple employer Section 403(b) plans
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Automatic portability provisions
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Other changes in the administration of company retirement plans
Learning objectives
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Understand the newest tax developments contained in in the Secure Act 2.0.
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Become knowledgeable about the new provisions modifying the administration of employer retirement plans.
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Learn about the expanded contribution and catch-up limits for individuals.
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Understand the newest developments on required minimum distribution dates.
Who should take this program?
- This course is suitable for Corporate tax and finance executives, directors, managers and staff, CPAs, CAs Enrolled Agents, accountants, attorneys and business/financial advisors who work with and advise businesses and individuals that have these tax impl
Pricing
|
Standard Member Fee |
$39.00
|
 Standard Nonmember Fee |
$39.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$39.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Instructor
Allison McLeod, LLM, CPA
Location
Online
Area
of study
Financial planning
Field(s)
of study
Taxes - Technical (1.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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