An Overview of SECURE 2.0 as Passed by Congress

This course will summarize the key provisions of SECURE 2.0 with examples for some of the more involved issues. Until regulations and/or guidelines are provided by the IRS and DOL, many of the changes are subject to interpretation based on the language provided.

Upon successful completion of this course, participants will be able to:
Become familiar with the main focus of SECURE 2.0.
Understand the impact of the key provisions on future plan design.
Assist employer sponsors in future plan design.

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