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VERSION:2.0
CALSCALE:GREGORIAN
METHOD:PUBLISH
PRODID://NDCP//502702
BEGIN:VEVENT
DTSTAMP:20260505T161100
VTIMEZONE:America/Chicago
DTSTART:20260520T170000Z
DTEND:20260520T190000Z
UID:502702
SUMMARY:Surgent's Update on the SECURE 2.0 Act (SEC2)
LOCATION:Webinar
DESCRIPTION:Surgent's Update on the SECURE 2.0 Act (SEC2)\n\n05/20/26 12:00 PM CST\n - 05/20/26 02:00 PM CST\Description:\nThis course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information relating to these changes in order to effectively advise your clients on these important provisions. Objectives:
 Understand the latest nuts and bolts rules on retirement for finance practitioners and accounting and finance clients
 Competently discuss the current state of retirement planning with accounting and finance clients
 Presenters:Mike Tucker, Ph.D., LL.M., J.D., CPADenise Appleby, MJ, APA, CISP, CRPS, CRCEdward Renn, Esq.Field of Study:Taxes (2)Major Topics:
 Mandatory automatic enrollment for new plans
 Part-time worker eligibility expansion
 Higher catch-up limit to apply at age 60, 61, 62, and 63
 Change in the credit for small employer pension plan startup costs
 $2,000 saver’s match
 Changes in pooled employer plans
 Multiple employer 403(b) plans
 Increase in age for required beginning date for mandatory distributions
 Indexing IRA catch-up limit
 Treatment of student loan payments as elective deferrals for purposes of matching contributions
 Application of credit for small employer pension startup costs to employers who join an existing plan
 Small immediate financial incentives for contributing to a plan
 Withdrawals for certain emergency expenses
 Starter 401(k) plans for employers with no retirement plans
 Recovery of retirement plan overpayments
 Tax treatment of IRAs involved in a prohibited transaction
 Clarification of substantially equal periodic payment rule
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Update on the SECURE 2.0 Act (SEC2)<br /><br />05/20/26 12:00 PM CST - 05/20/26 02:00 PM CST<br />Description:<br />This course provides a comprehensive analysis of the SECURE 2.0 Act (Act) that includes key provisions of the Act available for implementation in 2025. The principal focus of the Act was to expand retirement coverage and increase retirement savings. As such, the Act included many important changes relating to IRAs and qualified plans. This legislation alters the landscape of retirement planning for taxpayers of all ages. Make sure you are up to date with the latest information relating to these changes in order to effectively advise your clients on these important provisions. <br><br><b>Objectives:</b><br><ul>
    <li>Understand the latest nuts and bolts rules on retirement for finance practitioners and accounting and finance clients</li>
    <li>Competently discuss the current state of retirement planning with accounting and finance clients</li>
</ul><br><b>Presenters:</b><br>Mike Tucker, Ph.D., LL.M., J.D., CPA<br>Denise Appleby, MJ, APA, CISP, CRPS, CRC<br>Edward Renn, Esq.<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Mandatory automatic enrollment for new plans</li>
    <li>Part-time worker eligibility expansion</li>
    <li>Higher catch-up limit to apply at age 60, 61, 62, and 63</li>
    <li>Change in the credit for small employer pension plan startup costs </li>
    <li>$2,000 saver&rsquo;s match</li>
    <li>Changes in pooled employer plans</li>
    <li>Multiple employer 403(b) plans</li>
    <li>Increase in age for required beginning date for mandatory distributions</li>
    <li>Indexing IRA catch-up limit</li>
    <li>Treatment of student loan payments as elective deferrals for purposes of matching contributions</li>
    <li>Application of credit for small employer pension startup costs to employers who join an existing plan</li>
    <li>Small immediate financial incentives for contributing to a plan</li>
    <li>Withdrawals for certain emergency expenses</li>
    <li>Starter 401(k) plans for employers with no retirement plans</li>
    <li>Recovery of retirement plan overpayments</li>
    <li>Tax treatment of IRAs involved in a prohibited transaction</li>
    <li>Clarification of substantially equal periodic payment rule</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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DESCRIPTION:Reminder
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