SECURE Act 2.0 and Updates (2025)
2025-10-01 15:00 - 17:00 UTC | Webinar
SECURE Act 2.0 and Updates (2025)

10/01/25 10:00 AM CST
- 10/01/25 12:00 PM CSTDescription:
After a false start in 2022 when it failed to pass through Congress, the Secure Act 2.0 was passed in a flurry of year-end legislation. This two hour program will cover the important changes in savings and distributions of retirement plans that impact individuals. Employers will also need to consider how Secure Act 2.0 will the administration of existing plans or the creation of new ones. This course will provide a concise look at these hot topics.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.Objectives:After attending this presentation, you will be able to...Analyze the newest tax developments contained in in the Secure Act 2.0.Recall the new provisions modifying the administration of employer retirement plans.Recall expanded contribution and catch-up limits for individuals.Recognize the new required beginning dates for distributions.Recall the newest developments on required minimum distribution dates.Instructor:Allison M. McLeod, LL.M., CPAFields of Study:TaxesMajor Topics:The major topics that will be covered in this course include:Implications for individualsChanges to the Saver’s CreditChanging the required minimum distribution rules for Roth 401(k)sChanges to required beginning dates for required minimum distributions of retirement plans. Penalty-Free Withdrawals for Certain Emergency ExpensesSpecial provisions for firefighters and military personnel spouses Increases in catch-up contributions Impact on 529 plansOpportunities for student loan payment matchingImplications for EmployersStarter § 401(k) plans for small employersRequiring automatic 401(k) enrollmentImproving worker access to emergency savingsIncreasing part-time workers’ access to retirement accountsStatute of Limitations on excise taxes imposed on overcontributions to retirement plansMultiple employer §403(b) plansAutomatic portability provisionsOther changes in the administration of company retirement plansLocation:
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