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Choosing a Retirement Plan in SECURE 2.0 World

IRS [Internal Revenue Service]

Oct. 15, 2024
On-Demand
Webinar

Learn how changes made by SECURE 2.0 may affect the type of retirement plan you choose for you and your employees. We’ll discuss the key features of both qualified retirement plans – think 401(k) and profit-sharing plans – and IRA-based plans – think SEP and SIMPLE IRA plans - under SECURE 2.0. By the end of his seminar, you will be able to:

  • Discuss why one should offer a retirement plan
  • Define who can start a retirement plan
  • List the categories of retirement plans
  • Determine who qualifies for a defined benefit plan
  • Explain how to make corrections to retirement plans

No prerequisites or advanced preparation are required for this seminar.

More Information, How to Register