Webinar

New

SECURE Act 2.0 and Updates

Thursday, July 3, 2025
10 a.m.-noon Central
2 CPE (2 technical)

Course code: 25WX-1501
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Firm administrators: Please log in before starting the employee registration process.

After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. 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.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

Implications for individualsChanges to the Saver's Credit
Changing the required minimum distribution rules for Roth 401(k)s
Changes to required beginning dates for required minimum distributions of retirement plans
Penalty-Free Withdrawals for Certain Emergency Expenses
Special provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plans
Opportunities for student loan payment matching
Implications for Employers
Starter Section 401(k) plans for small employers
Requiring automatic 401(k) enrollment
Improving worker access to emergency savings
Increasing part-time workers' access to retirement accounts
Statute of Limitations on excise taxes imposed on overcontributions to retirement plans
Multiple employer Section 403(b) plans
Automatic portability provisions
Other changes in the administration of company retirement plans

Learning objectives

Analyze the newest tax developments contained in in the Secure Act 2.0
Recall the new provisions modifying the administration of employer retirement plans
Recall expanded contribution and catch-up limits for individuals
Recognize the new required beginning dates for distributions
Recall the newest developments on required minimum distribution dates

Who should take this program?

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 implications

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.