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Boost Your Advisory Practice with SECURE 2.0 and State Mandates
May 23 @ 1:00 pm – 2:00 pm EDT
The aim of SECURE 2.0 Act of 2022 was to enhance retirement readiness for individuals by making it more attractive for employers to offer a retirement plan and for employees to save. SECURE 2.0 includes many provisions, some of which are currently in effect, while others will be implemented in the coming years.
This webinar will help boost your advisory services opportunities by examining critical provisions of this sweeping legislation impacting employers to flag for retirement services and explain options your business clients should consider to elevate their benefits offering. Especially, if they live in one of the 18 states with mandates for employers to enroll their workers in a state-sponsored retirement program or sponsor a plan of their own or potentially face penalties.
Learning Objectives:
- Identify the changes affecting small business retirement plans
- Describe the legislative impacts on tax incentives and the effects on plan participants
- Construct practical advice and best practices as you and your clients continue to navigate this legislation
- Recognize and analyze the potential tax impact related to withdrawals by participants and beneficiaries under the SECURE 2.0 Act and new IRS regulations
- Review active and pending retirement plan state mandates along with the pros and cons employers should weigh
Delivery Method: Group Internet
Course Level: Basic
Field of Study: Taxes
Prerequisites: None
This course is approved for 1 CPE credit.
