Review of Secure Act/Secure 2.0 Act of 2022, IRS limits, Defined Contribution Plans and Defined Benefit Plans. Date of recording: 11/7/2023
Learning Objectives
- Upon completion of this course, you'll be able to:
- Explain the key provisions of the SECURE Act/SECURE 2.0 Act impacting both defined contribution and defined benefit plans, including updated IRS limits and compliance deadlines.
- Compare the new retirement plan options and requirements under SECURE 2.0 to help employers determine optimal plan designs for their workforce
- Apply the SECURE Act changes to real-world plan administration scenarios, including catch-up contribution rules, RMD adjustments, and emergency withdrawal provisions
Major Topics
- Key provisions of the SECURE Act/SECURE 2.0 Act impacting both defined contribution and defined benefit plans.
- New retirement plan options and requirements under SECURE 2.0.
- SECURE Act changes to real-world plan administration scenarios.
