Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

DB/DC Plan Administrator

Benefit Associates, Inc.
(Remote / Huntington Beach CA / NY)

Benefit Associates, Inc. logo

Retirement Plan Legal Specialist

Pentegra
(Remote / West Harrison NY)

Pentegra logo

Client Service Manager

United 401(k) Plans, Inc.
(Remote)

United 401(k) Plans, Inc. logo

Enrolled Actuary

Prime Pensions, Inc.
(Remote)

Prime Pensions, Inc. logo

Executive Compensation Lawyer

Trucker Huss, A Professional Corporation
(Remote / San Francisco CA)

Trucker Huss, A Professional Corporation logo

Defined Benefit Calculation Specialist/Actuary

The Angell Pension Group, Inc.
(Remote / East Providence RI)

The Angell Pension Group, Inc. logo

DPS Retirement Plan Consultant

EPIC Retirement Plan Services
(Remote)

EPIC Retirement Plan Services logo

Relationship Manager

Compass Retirement Consulting Group, Inc.
(Remote / NH)

Compass Retirement Consulting Group, Inc. logo

Retirement Plan Consultant

Carpenter Morse Group
(Remote)

Carpenter Morse Group logo

Retirement Plan Relationship Manager

ERISA Services, Inc.
(Remote)

ERISA Services, Inc. logo

Associate General Counsel

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

Quality Assurance Manager

Bates & Company
(Remote / Winter Park FL)

Bates & Company logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Corona CA / Rancho Cordova CA)

Nicholas Pension Consultants logo

Attorney

Central Pension Fund of the IUOE
(Washington DC)

Central Pension Fund of the IUOE logo

401(k) Distribution Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon
Webcasts  >  Upcoming   |   Recorded
Conferences  >  Upcoming   |   Grouped by Location
All  >  Upcoming   |   Grouped by Sponsor

View More Convergent Retirement Plan Solutions, LLC Webinars, Podcasts and Conferences

SECURE Act 2.0

Convergent Retirement Plan Solutions, LLC

Dec. 29, 2022
Recorded Online
Webinar

Following months of speculation, SECURE Act 2.0 was passed by Congress on Friday, December 23, 2022, as part of the federal government’s massive $1.7 trillion year-end spending bill. Much like it’s 2019 predecessor, SECURE Act 2.0 is a comprehensive package of retirement reforms (350 pages) containing numerous changes affecting both IRAs and employer-sponsored retirement plans including the following.

  • Roth contributions for SEP and SIMPLE IRA arrangements
  • Federal matching contributions for qualified savers (IRA and employer-sponsored plans)
  • Significantly increased employer funding opportunities under SIMPLE IRA arrangements
  • Increased catch-up contributions under SIMPLE IRAs and 401(k) plans
  • New “Starter 401(k)” plan option
  • New statutory authority for “Automatic Portability Transactions”
  • New penalty exceptions for early distributions
  • Transition to age 75 for staring required minimum distributions
  • Expanded beneficiary distributions options for special needs trusts
  • Significant increase in small plan start-up tax credit
  • New options for rolling from 529 plans to Roth IRAs
  • Increased limits for Qualified Longevity Annuity Contracts (QLACs)
  • Reduction in the 50% excess accumulation penalty
  • Exemption from RMD requirements for designated Roth contributions (401(k) plans, etc.)
  • Special tax rules for “Qualified Disaster Recovery Distributions”
  • Option to designated certain employer matching/nonelective contributions as designated Roth contributions
  • Mandatory Roth treatment of catch-up contributions for certain high-income plan participants

While some provisions of the Act have a delayed effective date, others will become effective immediately upon enactment.

To help providers nationwide prepare for these far-reaching law changes, Convergent will provide a section-by-section breakdown of the Act’s most important provisions. In addition to providing a comprehensive overview of SECURE Act 2.0 provisions, Convergent will share its initial thoughts and suggestions concerning steps providers should consider taking immediately in response to these changes.


This webinar will be repeated Thursday, January 5, 2023 @ 3:00 PM (ET)

More Information, How to Register

© 2023 BenefitsLink.com, Inc.