AAR2405. SECURE Act Update

This session on SECURE 2.0 is designed to equip you with the knowledge and tools necessary to navigate the complexities of this significant legislative update. This session will provide an overview of the current guidance to ensure you are up to date with the latest guidance and its implications. We will also break down specific provisions, along with their effective dates and timing, so you can plan accordingly. Finally, we will discuss key areas of focus for auditors, helping you to be ready for the upcoming audit season!

Learning Objectives:

• Analyze an overview of the latest regulatory guidance and updates pertaining to SECURE 2.0
• Identify specific provisions of SECURE 2.0, including their effective dates and phased implementation.
• Identify the key areas of focus for auditors in relation to SECURE 2.0 compliance.