Home / Events / Secure Act 2.0 – How the Act will Impact your Retirement Plan

1 CPE credit is available for this webinar.

The “Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act” is aiming to improve opportunities for retirement savings through a multitude of regulatory changes over the coming years. Its no secret that saving for retirement has been challenging for many individuals and with dwindling Social Security, the SECURE Act 2.0 has mandated a number of changes that will expand access to retirement planning and savings. Enacted on December 20, 2022, most of the regulations won’t be in effect until 2024 or 2025, but there are a few that are set to begin sooner. Join us to discuss the number of changes that you and your organization will be subject to in the coming years.

Key Takeaways:

• A timeline of changes and when they will take effect, including those changes to be made in 2023 and 2024
• How employers may be impacted by new provision options
• How individuals may be impacted by the changes
• Immediate changes to Required Minimum Distributions
• Changes to Automatic Enrollment provisions for new plans
• Changes to Catch up contributions
• And more…

Additional Program Details

• Learning Objective: To provide attendees with a timely update on the “Setting Every Community Up for Retirement Enhancement (SECURE)” 2.0 Act
• Instructional Delivery Methods: Group Internet-based
• Recommended CPE: 1.0 CPE
• Recommended Fields of Study: Specialized Knowledge
• Prerequisites: None Required
• Advance Preparation: None
• Program Level: Basic
• Course Registration Requirements: None
• Refund Policy: No fee is required to participate in this session.
• Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
• Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns

GRF CPAs & Advisors is a CAE Approved Provider. This program meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential and may be applied for 1 (one) credit toward your CAE application or renewal professional development requirements. Every program that we offer which qualifies for CAE credit will clearly identify the number of CAE credits granted for full participation, and we will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.asaecenter.org/cae.