This course reviews and analyzes all of the SECURE Act 2.0 provisions as they impact employers, retirement plan administrators, employees and savers, and the various government agencies that regulate qualified retirement plans. The analysis is broken down into three groupings, and seven subgroupings. Provisions Impacting Employers includes Changes That Encourage Employee Participation and Provisions That Improve or Simplify Plan Maintenance Requirements. Provisions Primarily Impacting Employees includes Changes Affecting Contributions and Changes Affecting Withdrawals. Sections Requiring Federal Agency Action and Other Provisions includes Agency Actions, Provisions Affecting Annuities, and Other Provisions.

Please note that this product will expire either on 08/31/2025 or one year from the date of purchase (whichever occurs first). Educator discounts do not apply to this product.