After completing this course, you will be able to: • Implement practical strategies based on the Secure Act 2.0 provisions • Identify and recall key compliance issues • Identify and recall significant changes in retirement provisions
• Expanding Automatic Enrollment in Retirement Plans • Increased Age for RMDs • Higher Catch-up Contribution Limit • Emergency Expense Penalty-Free Withdrawals • “Starter” 401(k)s for Certain Employers • Part-time Worker Improved Coverage • Excise Tax Reduction for Certain Retirement Plan Accumulations • Employee Plan Conflict Resolution Expansion • Retroactive First Year Elective Deferrals for Sole Proprietors • Change in Plan Requirements for Unrollees • Surviving Spouse Election • Reduced Tax on Excess Contributions • Timely Plan Amendment Changes • Elective Deferral Changes • Employer Match as Roth Contribution
Who Should Attend
Accountants in public practice
Basic working knowledge of tax issues as they related to employee and retirement benefits.
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], and a team member will contact you shortly.
If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at [email protected] .
*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via email 30 minutes prior to the start of a live online program.
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