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.
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.
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.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1589) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-02188-24-S) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1589) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-02188-24-S) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1589) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-02188-24-S) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Eligible |
| Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02012-24-S) | 1 CE | Approved |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02012-24-O) | 1 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02012-24-O) | 1 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1589) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02012-24-O) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-02188-24-O) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02012-24-O) | 1 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 1.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Retirement Planning for Chartered Advisor in Philanthropy (CAP) | 1.5 CE | Eligible |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1.5 CE | Eligible |
| Enrolled Actuaries | 1.5 CE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02012-24-O) | 1 CE | Approved |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Retirement Planning for Chartered Life Underwriter (CLU) | 1.5 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Taxes for CIPM | 1.5 PL | Eligible |
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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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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
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Clear explanations of the changes. Thank you!
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