SECURE Act 2.0: Key Provisions and Compliance Considerations for Plan Sponsors

A live 90-minute premium CLE video webinar with interactive Q&A

This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

Wednesday, March 8, 2023

1:00pm-2:30pm EST, 10:00am-11:30am PST

Early Registration Discount Deadline, Friday, February 10, 2023

or call 1-800-926-7926

This CLE webinar will provide employee benefits counsel with an overview of the provisions of SECURE Act 2.0 (SECURE 2.0) that modify rules governing the design, implementation and administration of tax-qualified requirement plans. The panel will discuss key provisions of SECURE 2.0 relating to automatic enrollment, coverage of part-time employees, contribution limits, plan withdrawals and distributions, correction of plan errors, and participant notices. The panel will also discuss compliance challenges and next steps for plan sponsors.

Description

SECURE 2.0 contains provisions that modify the rules governing the design, implementation and administration of tax-qualified retirement plans. Key provisions of SECURE 2.0 address automatic enrollment, coverage of part-time employees, contribution limits, plan withdrawals and distributions, correction of plan errors, and participant notices.

Listen as our panel discusses the key provisions of SECURE 2.0 and compliance considerations for plan sponsors.

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Outline

  1. Overview and analysis of SECURE 2.0 provisions relating to plan coverage and contributions
  2. Overview and analysis of SECURE 2.0 provisions relating to plan withdrawals and distributions
  3. Overview and analysis of SECURE 2.0 provisions relating to plan corrections
  4. Overview and analysis of SECURE 2.0 provisions relating to notice and disclosure requirements
  5. Plan administration and compliance challenges
  6. Forthcoming IRS and DOL guidance
  7. Key considerations and next steps for plan sponsors

Benefits

The panel will review these and other vital matters:

  • What should plan sponsors know about SECURE 2.0?
  • What are the key changes and unresolved issues of SECURE 2.0?
  • What are the risks and potential pitfalls of SECURE 2.0?

Faculty

Dold, Elizabeth
Elizabeth Thomas Dold

Principal
Groom Law Group

Ms. Dold's client work includes all tax aspects related to employee benefits including IRS filings and audits,...  |  Read More

Olstein, David
David C. Olstein

Partner
Stroock & Stroock & Lavan

Mr. Olstein’s practice focuses on the fiduciary responsibility provisions of ERISA. He has extensive experience...  |  Read More

Wilson, Jeanne
Jeanne Klinefelter Wilson

Principal
Groom Law Group

Ms. Wilson serves as counsel to plan sponsors and plan fiduciaries in Groom’s plan sponsor group. She has nearly...  |  Read More

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Early Discount (through 02/10/23)

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Early Discount (through 02/10/23)

You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. Strafford will process CLE credit for one person on each recording. All formats include course handouts.

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