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Friday, June 27, 2025 Live Webcast

SECURE Act 2.0 and Updates (2025) (X2-53080)

11:30 AM - 1:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in TX

OVERVIEW

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.

DESIGNED FOR

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 implications.

BENEFITS

After attending this presentation, you will be able to...

  • 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.

HIGHLIGHTS

The major topics that will be covered in this course include:

  • Implications for individuals
  • Changes 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 § 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 §403(b) plans
  • Automatic portability provisions
  • Other changes in the administration of company retirement plans

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Allison McLeod

Allison M. McLeod, CPA, LL.M., J.D.

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