Miscellaneous

SECURE Act 2.0 – Expanding Retirement Savings

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 include 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.

Learning Objectives:

After completing this course, participants will be able to:

  • Identify the SECURE Act 2.0 changes that encourage employee participation.
  • Identify the Secure Act 2.0 provisions that are intended to improve or simplify plan maintenance requirements for qualified retirement plans.
  • Determine SECURE Act 2.0 provisions that affect employee contributions to qualified plans.
  • Determine SECURE Act 2.0 changes that impact employee withdrawals.
  • Identify the various agency actions required by SECURE Act 2.0 provisions.
  • Recognize the impact of SECURE Act 2.0 on retirement annuities.
  • Identify other miscellaneous provisions in the SECURE Act 2.0.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

Tim Dreyer, Instructor for Kaplan Financial Education.

Tim Dreyer has a 44-year career in tax, law, finance, and leadership. He served in top level positions in five IRS functions – Counsel, Appeals, Examination, Collection and the Taxpayer Advocate’s Office. After his retirement, he pursued another 17-year profession as a Subject Matter Expert and Director in PricewaterhouseCoopers’ Washington National Tax Service.

Tim has worked with over 100 of 500 companies, including 11 of the top 20. He worked with businesses and high-wealth individuals in more than 25 countries on six continents. He has extensive planning, advisory and consulting experience involving tax, finance, and valuation.

Tim has attended and taught thousands of hours of CPE, CLE, and undergraduate and graduate courses during his career. He taught law, finance, tax and ethics at three universities for over 20 years.

Tim holds a B.A. in Economics, a J.D. in Law and completed graduate studies in Finance and Tax. He is a licensed attorney.

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Price (USD)

Standard: $99.80

Details

Course Code : 99DRE01

Release Date : 11/17/2023
Expire Date : 08/31/2025
Credits :
CPE 4.00
QAS 4.00

Length : 3hr 20min
Course Level : Basic
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Accounting

Theme : Miscellaneous

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