- This event has passed.
Retirement regulatory outlook: What’s new, what’s next with SECURE 2.0
February 12 @ 1:00 pm – 2:00 pm EST
CPE Credit: 1 hour for CPAs
New provisions increase access to employer-sponsored retirement benefits and expand retirement readiness for American workers. In this session, you’ll receive guidance on new regulations to implement SECURE 2.0 catch-up provisions and learn best practices to implement them.
You will also gain an understanding of additional guidance on SECURE 2.0 features, including automatic enrollment, student loan matching contributions, and the new paper statement provisions. Finally, you will hear about the required updates to plan documents that must be completed by the end of the year.
Upon successful completion of this course, you should be able to:
- Identify key provisions of the SECURE 2.0 Act of 2022
- Review required plan document changes for 2026
- Examine recent guidance and what remains outstanding
Level:
Basic
Instructional Method:
Group Internet-Based
NASBA Field of Study:
Taxes
Program Prerequisites:
None
Advance Preparation:
None
Note: CPE is only available for attending the live event, on-demand viewing is not eligible
