SECURE 2.0 and Changes to Employee Benefits 2024
This program is an excerpt from the 19th Annual Employee Benefits Update.
The road to retirement
The SECURE Act of 2019 was designed to make it easier for Americans to save money for retirement and strengthen the overall retirement system. Now the SECURE Act 2.0 is in place, with over 90 new provisions and big modifications to enrollment, plan portability, emergency savings, new distribution events, and more. It’s crucial for plan sponsors and employees to understand the retirement plan benefits and options that are now available.
At SECURE 2.0 and Changes to Employee Benefits, Certified Employee Benefits Specialist Steven E. Grieb will guide you through mandatory and optional changes for retirement plans under both the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. Get the information you need to effectively advise clients regarding:
- Matching contributions on student debt repayments
- Emergency distributions
- Long-term, part-time eligibility requirements
- Changes to hardship distributions
- New distributable events
- Tax credits for small employer start-up plans
- Starter 401(k)s
This program is an excerpt from the 19th Annual Employee Benefits Update.
The road to retirement
The SECURE Act of 2019 was designed to make it easier for Americans to save money for retirement and strengthen the overall retirement system. Now the SECURE Act 2.0 is in place, with over 90 new provisions and big modifications to enrollment, plan portability, emergency savings, new distribution events, and more. It’s crucial for plan sponsors and employees to understand the retirement plan benefits and options that are now available.
At SECURE 2.0 and Changes to Employee Benefits, Certified Employee Benefits Specialist Steven E. Grieb will guide you through mandatory and optional changes for retirement plans under both the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code. Get the information you need to effectively advise clients regarding:
- Matching contributions on student debt repayments
- Emergency distributions
- Long-term, part-time eligibility requirements
- Changes to hardship distributions
- New distributable events
- Tax credits for small employer start-up plans
- Starter 401(k)s
Get the full picture of how SECURE Act 2.0 impacts your clients and the overall retirement industry at SECURE 2.0 and Changes to Employee Benefits.
Product details
- Get up to speed on key provisions for employers in SECURE 2.0
- Learn about changes to benefits for employees under SECURE 2.0
- Understand new eligibility requirements for retirement plans
- Review changes to distribution events and minimum distributions
- Employee benefits lawyers
- In-house counsel
- Civil litigators
- Human resources professionals