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SECURE 2.0 - Latest Issues and Guidance


June 6, 2024
2:00 p.m. ET

Practitioners and plan sponsors are well into complying with the statutory requirements of the SECURE 2.0 Act. Compliance has not proven easy! While the IRS and DOL have issued some guidance on the provisions of the SECURE 2.0 Act, many issues remain unresolved.

In this 2-hour CE webcast, John Griffin, J.D., LL.M. discusses the latest IRS and DOL guidance relating to the SECURE 2.0 Act and practical considerations as practitioners and plan sponsors confront myriad SECURE 2.0 Act provisions.

The following topics will be covered during the webcast:

  • IRS and DOL guidance related to the SECURE 2.0 Act
    • Expansion of the EPCRS program
    • IRS relief for mandatory Roth catch-up contributions
    • Long-term part-time employee proposed regulations
    • IRS SECURE 2.0 "grab bag" notice
    • Pension-linked emergency saving accounts
    • SECURE 2.0 Act technical corrections
    • Other IRS and DOL guidance
  • Operational compliance with SECURE 2.0 Act and plan document amendments
  • Preparation for SECURE 2.0 provisions effective after 2024

More Information, How to Register

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