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Pentegra
(Remote / Putnam Valley NY)

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PCS Retirement
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Keeping It Simple Under the SECURE Act 2.0 for IRAs, SEPs and Simple Plans

Boutwell Fay LLP

Feb. 16, 2023
On-Demand
Webinar

Among the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of individual retirement accounts as well as small business plans. In this webinar, we will cover:

  • The new rules for IRAs, SEPs & SIMPLE Plans
  • How Secure 2.0 affects RMDs and reduces penalties for missed RMDs
  • Clarification on the statute of limitations as applied to IRAs
  • The allowing of employer contributions to SIMPLE plans
  • Mid-year conversion to a safe harbor plan from a SIMPLE plan
  • Creating a “Starter 401(k)….and more

 

More Information, How to Register