Your source for accounting information in West Virginia

Log in to access your benefits

Not registered? Get a free login
Not a member? Join for great discounts

Secure Act 2.0: What You Need to Know

05.17.23 10:00AM – 05.17.23 11:30AM





Member Fee

Nonmember Fee

Want to register?

View registration options

General Info

This program provides an explanation of the Secure Act 2.0 tax provisions impacting both individuals and business taxpayers.

The major topics covered in this course include:

  • Expanding Automatic Enrollment in Retirement Plans
  • Increased Age for RMDs
  • Higher Catch-up Contribution Limit
  • Emergency Expense Penalty-Free Withdrawals
  • “Starter” 401(k)s for Certain Employers
  • Part-time Worker Improved Coverage
  • Excise Tax Reduction for Certain Retirement Plan Accumulations
  • Employee Plan Conflict Resolution Expansion
  • Retroactive First Year Elective Deferrals For Sole Proprietors
  • Change in Plan Requirements for Unrollees
  • Surviving Spouse Election
  • Reduced Tax on Excess Contributions
  • Timely Plan Amendment Changes
  • Elective Deferral Changes
  • Employer Match as Roth Contribution
After attending this course, you will be able to identify and recall key compliance issues and significant changes in retirement provisions.
Designed For
CPAs in public practice and industry seeking an update on the latest retirement plan tax legislation.
CPA Crossings, LLC
You must be logged in to add items to your cart. If you don't have a login you may create one for free, or save a bundle by becoming a member.