SECURE 2.0 Update - What was Changed and What was Added- Part 2 1.5 Credits
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The retirement landscape is constantly evolving, and the recent updates introduced by the SECURE 2.0 legislation bring significant changes that impact retirement planning strategies.Â
In this webinar, we'll delve into the key provisions of SECURE 2.0 and explore how they affect retirement planning for individuals, employers, and financial advisors. This CPE course is Part II of Secure 2.0 Update. It will focus on plan design, distributions, tax credits, and minor miscellaneous changes.
This CPE Course will review forty changes and additional provisions of SECURE 2.0, some of which are mandatory and some at the plan sponsor's discretion.  We will provide effective dates, and, where appropriate, examples to illustrate the change.  Part I will focus on compliance and new contribution provisions including the new requirement for paper statements, family attribution, the new Saver’s match student loan repayment match, and many others. Â
Key topics covered:
Join this CPE Course; you will be staying informed and proactive; individuals, employers, and financial advisors can work together to build a more secure and resilient retirement future for all.
For more tax update courses, click here.
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Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
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BA
I have a subscription and like being able to take unlimited education; majority of instructors are good. One today knew his stuff, but his monotone tried putting me to sleep.
MP
Clear explanations of the changes. Thank you!
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